+443.7%
APLD vs GEN
+26.6%
+417.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +3.9% | +2.9% |
| 7D | +4.1% | -1.2% | +5.3% | +4.7% |
| 30D | -11.7% | +10.1% | -21.9% | -16.4% |
| 3M | -40.3% | +16.1% | -56.4% | -45.7% |
| 6M | -8.0% | +38.9% | -46.8% | -26.5% |
| YTD | +7.5% | +14.4% | -6.9% | -2.8% |
| 1Y | +84.0% | +5.9% | +78.2% | +73.4% |
| 3Y | +356.2% | +58.8% | +297.4% | +207.1% |
| All | +443.7% | +26.6% | +417.1% | +400.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling