+220.6%
APLD vs MDT
+7.6%
+213.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.9% | +12.6% | +10.9% |
| 7D | -12.7% | +5.4% | -18.2% | -15.2% |
| 30D | -34.7% | +19.1% | -53.7% | -40.6% |
| 3M | -46.1% | +19.5% | -65.6% | -51.7% |
| 6M | -64.9% | +33.5% | -98.3% | -71.4% |
| YTD | -36.6% | +8.7% | -45.3% | -40.1% |
| 1Y | -50.0% | +16.8% | -66.8% | -55.6% |
| 3Y | +190.1% | +53.0% | +137.1% | +70.7% |
| All | +220.6% | +7.6% | +213.0% | +228.8% |
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