+443.7%
APLD vs JAAA
+26.6%
+417.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.6% |
| 7D | +4.1% | +0.2% | +3.9% | +3.6% |
| 30D | -11.7% | +0.5% | -12.2% | -13.0% |
| 3M | -40.3% | +1.3% | -41.5% | -42.4% |
| 6M | -8.0% | +2.7% | -10.6% | -14.4% |
| YTD | +7.5% | +3.2% | +4.4% | -0.9% |
| 1Y | +84.0% | +4.9% | +79.1% | +63.8% |
| 3Y | +356.2% | +19.0% | +337.2% | +210.8% |
| All | +443.7% | +26.6% | +417.2% | +240.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling