+220.6%
APLD vs FN
+235.5%
-14.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +11.7% | -1.9% | +3.0% |
| 7D | -12.7% | 0.0% | -12.7% | -12.3% |
| 30D | -34.7% | -34.3% | -0.4% | -16.6% |
| 3M | -46.1% | -39.9% | -6.3% | -29.0% |
| 6M | -64.9% | -51.8% | -13.0% | -48.3% |
| YTD | -36.6% | -28.1% | -8.4% | -27.6% |
| 1Y | -50.0% | -29.1% | -20.9% | -42.0% |
| 3Y | +190.1% | +102.4% | +87.7% | +94.7% |
| All | +220.6% | +235.5% | -14.9% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling