+443.7%
APLD vs MKSI
+131.3%
+312.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.3% | -2.5% | -1.2% |
| 7D | +4.1% | +1.8% | +2.3% | +2.8% |
| 30D | -11.7% | -16.8% | +5.1% | +0.1% |
| 3M | -40.3% | -21.1% | -19.2% | -30.7% |
| 6M | -8.0% | +10.8% | -18.8% | -14.9% |
| YTD | +7.5% | +63.3% | -55.8% | -23.6% |
| 1Y | +84.0% | +157.0% | -73.0% | -5.9% |
| 3Y | +356.2% | +163.7% | +192.5% | +117.1% |
| All | +443.7% | +131.3% | +312.4% | +210.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling