+443.7%
APLD vs FXI
+26.3%
+417.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.2% | +0.7% |
| 7D | +4.1% | +1.0% | +3.0% | +3.3% |
| 30D | -11.7% | -0.6% | -11.2% | -11.6% |
| 3M | -40.3% | +1.9% | -42.2% | -41.2% |
| 6M | -8.0% | -0.2% | -7.8% | -7.4% |
| YTD | +7.5% | -5.6% | +13.1% | +13.4% |
| 1Y | +84.0% | -4.7% | +88.7% | +91.8% |
| 3Y | +356.2% | +38.0% | +318.2% | +262.7% |
| All | +443.7% | +26.3% | +417.4% | +416.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling