-46.5%
APLD vs JBL
+20.8%
-67.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.8% | -1.9% | -1.2% |
| 7D | -18.5% | -11.1% | -7.4% | -6.2% |
| 30D | -32.8% | -14.1% | -18.7% | -19.2% |
| 3M | -46.9% | -23.9% | -22.9% | -28.1% |
| 6M | -53.4% | -24.1% | -29.3% | -37.6% |
| YTD | -32.3% | +13.5% | -45.7% | -45.7% |
| 1Y | -46.5% | +23.7% | -70.2% | -62.8% |
| All | -46.5% | +20.8% | -67.3% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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