+229.3%
APLD vs JCI
+143.0%
+86.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.3% | -3.5% | -3.1% |
| 7D | +2.7% | +3.2% | -0.5% | -0.6% |
| 30D | -21.4% | -8.6% | -12.8% | -10.8% |
| 3M | -47.8% | -7.7% | -40.1% | -41.3% |
| 6M | -64.9% | -2.6% | -62.3% | -63.2% |
| YTD | -34.9% | +17.4% | -52.2% | -44.9% |
| 1Y | -30.7% | +16.9% | -47.7% | -41.1% |
| 3Y | +305.3% | +186.7% | +118.6% | +41.1% |
| All | +229.3% | +143.0% | +86.3% | -27.1% |
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