+229.3%
APLD vs GEN
+25.6%
+203.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.4% | -8.2% | -6.7% |
| 7D | +2.7% | +2.0% | +0.7% | +1.9% |
| 30D | -21.4% | +27.7% | -49.2% | -30.1% |
| 3M | -47.8% | +3.3% | -51.1% | -49.7% |
| 6M | -64.9% | +31.8% | -96.7% | -71.1% |
| YTD | -34.9% | +13.5% | -48.4% | -41.8% |
| 1Y | -30.7% | +16.0% | -46.8% | -39.4% |
| 3Y | +305.3% | +70.6% | +234.8% | +150.1% |
| All | +229.3% | +25.6% | +203.7% | +199.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling