+748.8%
APLD vs MSFU
+85.8%
+663.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.8% | +12.1% | +9.9% |
| 7D | +7.8% | -12.7% | +20.5% | +15.9% |
| 30D | -23.0% | -9.0% | -14.0% | -19.2% |
| 3M | -39.7% | +2.9% | -42.6% | -41.8% |
| 6M | -59.8% | +43.5% | -103.4% | -69.2% |
| YTD | -27.0% | -2.4% | -24.5% | -32.0% |
| 1Y | -37.3% | -13.5% | -23.8% | -36.5% |
| 3Y | +281.9% | +19.2% | +262.7% | +214.2% |
| All | +748.8% | +85.8% | +663.1% | +447.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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