+103.5%
APLD vs GIS
-20.3%
+123.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +8.9% | +6.0% |
| 7D | +16.6% | -8.3% | +24.8% | +8.6% |
| 30D | -3.1% | +2.2% | -5.3% | -0.9% |
| 3M | -30.9% | +15.7% | -46.6% | -21.2% |
| 6M | +12.6% | -12.0% | +24.6% | +2.7% |
| YTD | +15.5% | -15.0% | +30.4% | +1.5% |
| 1Y | +103.5% | -20.1% | +123.6% | +74.8% |
| All | +103.5% | -20.3% | +123.8% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 1y: compounded portfolio wealth divided by compounded GIS 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…
1y analysis · Full analysis span regression · 6 months rolling