+220.6%
APLD vs FTI
+705.6%
-485.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.1% | +6.6% | +7.9% |
| 7D | -12.7% | -7.6% | -5.1% | -8.0% |
| 30D | -34.7% | -7.1% | -27.6% | -31.5% |
| 3M | -46.1% | -8.7% | -37.4% | -43.2% |
| 6M | -64.9% | -14.0% | -50.9% | -62.5% |
| YTD | -36.6% | +42.8% | -79.4% | -51.2% |
| 1Y | -50.0% | +50.4% | -100.3% | -62.8% |
| 3Y | +190.1% | +194.1% | -4.0% | +37.0% |
| All | +220.6% | +705.6% | -485.0% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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