+305.3%
APLD vs JCI
+186.2%
+119.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.3% | -3.5% | -2.8% |
| 7D | +2.7% | +3.2% | -0.5% | -0.9% |
| 30D | -21.4% | -8.6% | -12.8% | -9.9% |
| 3M | -47.8% | -7.7% | -40.1% | -40.7% |
| 6M | -64.9% | -2.6% | -62.3% | -63.2% |
| YTD | -34.9% | +17.4% | -52.2% | -46.5% |
| 1Y | -30.7% | +16.9% | -47.7% | -42.7% |
| 3Y | +305.3% | +186.7% | +118.6% | +13.9% |
| All | +305.3% | +186.2% | +119.1% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling