+220.6%
APLD vs JCI
+135.5%
+85.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.7% | +7.0% | +6.5% |
| 7D | -12.7% | -9.4% | -3.3% | -0.9% |
| 30D | -34.7% | -13.4% | -21.3% | -21.3% |
| 3M | -46.1% | -12.4% | -33.7% | -35.9% |
| 6M | -64.9% | -5.1% | -59.7% | -62.1% |
| YTD | -36.6% | +13.7% | -50.3% | -44.5% |
| 1Y | -50.0% | +11.4% | -61.4% | -55.0% |
| 3Y | +190.1% | +175.9% | +14.2% | +5.2% |
| All | +220.6% | +135.5% | +85.1% | -26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling