+431.5%
APLD vs MKSI
+132.7%
+298.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.3% | -2.7% | -3.4% |
| 7D | -0.5% | +4.9% | -5.4% | -3.7% |
| 30D | -13.2% | -11.0% | -2.2% | -5.7% |
| 3M | -33.8% | -17.1% | -16.7% | -25.9% |
| 6M | -5.9% | +16.4% | -22.3% | -16.0% |
| YTD | +5.1% | +64.3% | -59.2% | -25.6% |
| 1Y | +51.8% | +137.7% | -85.9% | -17.9% |
| 3Y | +397.7% | +189.1% | +208.6% | +121.4% |
| All | +431.5% | +132.7% | +298.9% | +202.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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