+403.2%
APLD vs GIS
-33.3%
+436.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.5% | +4.2% | +0.3% |
| 7D | +4.1% | -7.8% | +11.9% | -0.7% |
| 30D | -11.7% | +6.6% | -18.3% | -8.1% |
| 3M | -40.3% | +21.0% | -61.2% | -32.9% |
| 6M | -8.0% | -9.1% | +1.1% | -9.7% |
| YTD | +7.5% | -13.6% | +21.2% | +3.4% |
| 1Y | +84.0% | -18.0% | +102.0% | +74.8% |
| All | +403.2% | -33.3% | +436.5% | +360.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling