-30.7%
APLD vs JAAA
+4.8%
-35.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -6.6% |
| 7D | +2.7% | +0.1% | +2.6% | +0.5% |
| 30D | -21.4% | +0.4% | -21.9% | -28.6% |
| 3M | -47.8% | +1.2% | -49.1% | -60.2% |
| 6M | -64.9% | +2.3% | -67.2% | -80.0% |
| YTD | -34.9% | +4.0% | -38.9% | -70.4% |
| 1Y | -30.7% | +4.8% | -35.6% | -64.7% |
| All | -30.7% | +4.8% | -35.5% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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