+403.2%
APLD vs JBL
+181.2%
+222.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +0.6% |
| 7D | +4.1% | +3.0% | +1.0% | +1.7% |
| 30D | -11.7% | -8.3% | -3.5% | -5.7% |
| 3M | -40.3% | -16.9% | -23.4% | -30.6% |
| 6M | -8.0% | +21.8% | -29.7% | -17.3% |
| YTD | +7.5% | +36.3% | -28.8% | -10.5% |
| 1Y | +84.0% | +49.5% | +34.5% | +45.2% |
| All | +403.2% | +181.2% | +222.1% | +175.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling