-37.3%
APLD vs MSI
+37.5%
-74.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.5% | +5.9% | +7.5% |
| 7D | +7.8% | +7.7% | +0.1% | +8.7% |
| 30D | -23.0% | +19.9% | -42.9% | -22.3% |
| 3M | -39.7% | +14.9% | -54.6% | -39.1% |
| 6M | -59.8% | +37.2% | -97.1% | -61.5% |
| YTD | -27.0% | +40.8% | -67.7% | -25.6% |
| 1Y | -37.3% | +38.1% | -75.4% | -22.2% |
| All | -37.3% | +37.5% | -74.8% | -22.2% |
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