-59.8%
APLD vs JBL
-27.1%
-32.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.6% | +3.7% | +3.1% |
| 7D | +7.8% | +0.1% | +7.7% | +8.5% |
| 30D | -23.0% | -17.0% | -5.9% | -4.1% |
| 3M | -39.7% | -27.4% | -12.3% | -13.9% |
| 6M | -59.8% | -29.1% | -30.7% | -44.4% |
| All | -59.8% | -27.1% | -32.8% | -44.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling