+220.6%
APLD vs IT
-34.2%
+254.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -4.0% | +13.8% | +10.4% |
| 7D | -12.7% | -16.9% | +4.2% | -10.6% |
| 30D | -34.7% | +2.3% | -37.0% | -36.0% |
| 3M | -46.1% | +2.9% | -49.0% | -47.9% |
| 6M | -64.9% | +25.9% | -90.7% | -68.9% |
| YTD | -36.6% | -24.6% | -11.9% | -30.3% |
| 1Y | -50.0% | -16.0% | -33.9% | -49.3% |
| 3Y | +190.1% | -51.6% | +241.7% | +298.2% |
| All | +220.6% | -34.2% | +254.9% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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