+243.9%
APLD vs LTH
+225.7%
+18.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.8% |
| 7D | -6.3% | +6.4% | -12.7% | -9.7% |
| 30D | -29.6% | +16.7% | -46.3% | -35.5% |
| 3M | -42.6% | +11.7% | -54.3% | -46.5% |
| 6M | -59.6% | +48.5% | -108.1% | -68.2% |
| YTD | -32.0% | +78.4% | -110.4% | -51.1% |
| 1Y | -46.9% | +89.7% | -136.6% | -63.2% |
| 3Y | +255.7% | +245.6% | +10.0% | +86.9% |
| All | +243.9% | +225.7% | +18.2% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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