+305.3%
APLD vs FXI
+39.4%
+265.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.8% |
| 7D | +2.7% | -4.2% | +6.9% | +5.4% |
| 30D | -21.4% | -1.1% | -20.3% | -21.3% |
| 3M | -47.8% | -4.0% | -43.9% | -46.9% |
| 6M | -64.9% | -11.8% | -53.0% | -62.2% |
| YTD | -34.9% | -11.9% | -23.0% | -29.0% |
| 1Y | -30.7% | -16.1% | -14.6% | -22.5% |
| 3Y | +305.3% | +38.8% | +266.5% | +239.8% |
| All | +305.3% | +39.4% | +265.9% | +239.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 3y: compounded portfolio wealth divided by compounded FXI 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…
3y analysis · Full analysis span regression · 6 months rolling