-30.7%
APLD vs MSI
+37.5%
-68.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -5.9% | -5.8% |
| 7D | +2.7% | +3.2% | -0.5% | +3.1% |
| 30D | -21.4% | +17.6% | -39.0% | -20.1% |
| 3M | -47.8% | +14.5% | -62.4% | -47.0% |
| 6M | -64.9% | +34.3% | -99.1% | -65.4% |
| YTD | -34.9% | +39.7% | -74.6% | -26.5% |
| 1Y | -30.7% | +40.2% | -70.9% | -7.6% |
| All | -30.7% | +37.5% | -68.3% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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