+373.4%
APLD vs JCI
+155.6%
+217.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | -0.6% |
| 7D | +4.1% | +3.8% | +0.2% | -0.7% |
| 30D | -11.7% | -5.7% | -6.0% | -5.4% |
| 3M | -40.3% | -1.4% | -38.9% | -39.5% |
| 6M | -8.0% | +4.1% | -12.1% | -12.8% |
| YTD | +7.5% | +21.7% | -14.2% | -17.9% |
| 1Y | +84.0% | +36.1% | +47.9% | +21.0% |
| All | +373.4% | +155.6% | +217.8% | +22.0% |
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