+443.7%
APLD vs MSCI
+26.8%
+417.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +4.1% | +0.4% | +3.7% | +3.9% |
| 30D | -11.7% | +0.6% | -12.3% | -12.2% |
| 3M | -40.3% | -7.1% | -33.2% | -39.1% |
| 6M | -8.0% | +0.8% | -8.8% | -11.7% |
| YTD | +7.5% | +1.0% | +6.6% | +1.4% |
| 1Y | +84.0% | +4.3% | +79.7% | +66.1% |
| 3Y | +356.2% | +9.9% | +346.3% | +277.0% |
| All | +443.7% | +26.8% | +417.0% | +204.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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