+483.7%
APLD vs JCI
+154.6%
+329.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.0% | +6.4% | +6.2% |
| 7D | +16.6% | +5.1% | +11.4% | +10.2% |
| 30D | -3.1% | -3.8% | +0.7% | +1.1% |
| 3M | -30.9% | +1.9% | -32.8% | -32.6% |
| 6M | +12.6% | +11.2% | +1.4% | -0.3% |
| YTD | +15.5% | +22.9% | -7.5% | -9.8% |
| 1Y | +103.5% | +37.4% | +66.1% | +39.9% |
| 3Y | +446.5% | +167.8% | +278.7% | +95.8% |
| All | +483.7% | +154.6% | +329.1% | +19.2% |
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