+244.7%
APLD vs JCI
+146.8%
+98.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.8% | +2.7% | +1.9% |
| 7D | +3.1% | -3.4% | +6.5% | +8.5% |
| 30D | -29.4% | -10.1% | -19.3% | -18.4% |
| 3M | -42.8% | -6.8% | -36.0% | -36.6% |
| 6M | -59.5% | +2.0% | -61.4% | -59.8% |
| YTD | -31.8% | +19.2% | -51.0% | -43.5% |
| 1Y | -46.0% | +16.7% | -62.8% | -54.0% |
| 3Y | +252.0% | +194.3% | +57.7% | +18.8% |
| All | +244.7% | +146.8% | +98.0% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 10y: compounded portfolio wealth divided by compounded JCI 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…
10y analysis · Full analysis span regression · 6 months rolling