+229.3%
APLD vs JD
-44.8%
+274.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.5% | -7.3% | -6.4% |
| 7D | +2.7% | -4.1% | +6.8% | +4.2% |
| 30D | -21.4% | +4.6% | -26.0% | -23.3% |
| 3M | -47.8% | -4.7% | -43.1% | -47.3% |
| 6M | -64.9% | -17.4% | -47.5% | -62.7% |
| YTD | -34.9% | +0.7% | -35.6% | -35.8% |
| 1Y | -30.7% | -5.9% | -24.9% | -29.9% |
| 3Y | +305.3% | +18.9% | +286.5% | +256.8% |
| All | +229.3% | -44.8% | +274.1% | +268.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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