+1,149.8%
APLD vs MSFU
+76.3%
+1,073.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +5.9% | +4.0% |
| 7D | +4.1% | -5.7% | +9.8% | +7.2% |
| 30D | -11.7% | +4.2% | -15.9% | -14.7% |
| 3M | -40.3% | +27.9% | -68.2% | -49.5% |
| 6M | -8.0% | +37.1% | -45.1% | -29.0% |
| YTD | +7.5% | -7.4% | +14.9% | +4.1% |
| 1Y | +84.0% | -19.6% | +103.6% | +93.8% |
| 3Y | +356.2% | +33.2% | +323.0% | +253.8% |
| All | +1,149.8% | +76.3% | +1,073.4% | +738.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling