+229.3%
APLD vs MDT
+8.7%
+220.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.9% | -7.6% | -6.5% |
| 7D | +2.7% | +1.0% | +1.7% | +2.3% |
| 30D | -21.4% | +9.2% | -30.6% | -25.1% |
| 3M | -47.8% | +14.5% | -62.3% | -52.0% |
| 6M | -64.9% | +37.3% | -102.2% | -71.8% |
| YTD | -34.9% | +9.8% | -44.7% | -38.7% |
| 1Y | -30.7% | +10.5% | -41.3% | -35.3% |
| 3Y | +305.3% | +57.4% | +247.9% | +132.1% |
| All | +229.3% | +8.7% | +220.6% | +236.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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