+269.3%
APLD vs GEN
+26.6%
+242.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.1% | +5.3% | +6.6% |
| 7D | +7.8% | -0.8% | +8.6% | +8.2% |
| 30D | -23.0% | +31.2% | -54.2% | -32.3% |
| 3M | -39.7% | +6.1% | -45.8% | -42.6% |
| 6M | -59.8% | +38.1% | -98.0% | -67.9% |
| YTD | -27.0% | +14.4% | -41.4% | -35.0% |
| 1Y | -37.3% | +15.1% | -52.5% | -44.6% |
| 3Y | +281.9% | +68.5% | +213.3% | +140.1% |
| All | +269.3% | +26.6% | +242.7% | +234.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling