+220.6%
APLD vs JBL
+321.2%
-100.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.2% | +8.6% | +8.7% |
| 7D | -12.7% | -12.3% | -0.4% | -0.9% |
| 30D | -34.7% | -20.2% | -14.5% | -19.0% |
| 3M | -46.1% | -30.6% | -15.5% | -25.1% |
| 6M | -64.9% | -35.8% | -29.1% | -47.4% |
| YTD | -36.6% | +4.9% | -41.5% | -35.6% |
| 1Y | -50.0% | +11.3% | -61.3% | -51.2% |
| 3Y | +190.1% | +89.1% | +101.0% | +75.9% |
| All | +220.6% | +321.2% | -100.6% | -36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling