+459.6%
APLD vs MCO
+49.2%
+410.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.0% |
| 7D | +9.0% | -3.1% | +12.1% | +11.5% |
| 30D | -6.6% | -0.5% | -6.1% | -6.9% |
| 3M | -35.2% | +5.7% | -40.9% | -40.2% |
| 6M | +0.4% | +3.0% | -2.6% | -6.3% |
| YTD | +10.7% | -6.5% | +17.2% | +10.2% |
| 1Y | +78.6% | -5.8% | +84.3% | +73.0% |
| 3Y | +423.9% | +43.1% | +380.8% | +201.8% |
| All | +459.6% | +49.2% | +410.4% | +187.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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