-30.7%
APLD vs MO
+44.3%
-75.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.9% | -6.7% | -4.8% |
| 7D | +2.7% | +3.3% | -0.6% | +6.2% |
| 30D | -21.4% | +7.5% | -29.0% | -14.4% |
| 3M | -47.8% | +22.8% | -70.6% | -35.1% |
| 6M | -64.9% | +13.4% | -78.2% | -58.9% |
| YTD | -34.9% | +43.0% | -77.9% | -28.8% |
| 1Y | -30.7% | +45.2% | -76.0% | -22.0% |
| All | -30.7% | +44.3% | -75.0% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 1y: compounded portfolio wealth divided by compounded MO 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…
1y analysis · Full analysis span regression · 6 months rolling