+459.6%
APLD vs MOH
-41.5%
+501.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -4.2% |
| 7D | +9.0% | -4.2% | +13.1% | +8.7% |
| 30D | -6.6% | -2.4% | -4.2% | -6.7% |
| 3M | -35.2% | -4.4% | -30.8% | -35.3% |
| 6M | +0.4% | +32.9% | -32.5% | +1.7% |
| YTD | +10.7% | +11.9% | -1.2% | +11.1% |
| 1Y | +78.6% | +6.9% | +71.6% | +78.0% |
| 3Y | +423.9% | -39.4% | +463.4% | +400.1% |
| All | +459.6% | -41.5% | +501.1% | +410.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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