+244.7%
APLD vs GIS
-39.9%
+284.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.8% | +9.3% | +6.6% |
| 7D | +3.1% | +0.4% | +2.7% | +3.9% |
| 30D | -29.4% | +10.1% | -39.5% | -25.2% |
| 3M | -42.8% | -3.7% | -39.1% | -42.8% |
| 6M | -59.5% | +4.3% | -63.7% | -57.6% |
| YTD | -31.8% | -19.8% | -12.0% | -34.7% |
| 1Y | -46.0% | -20.5% | -25.6% | -48.2% |
| 3Y | +252.0% | -38.3% | +290.3% | +223.6% |
| All | +244.7% | -39.9% | +284.6% | +170.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling