+373.4%
APLD vs MSI
+70.3%
+303.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.1% |
| 7D | +4.1% | -3.7% | +7.8% | +5.3% |
| 30D | -11.7% | +6.8% | -18.5% | -14.4% |
| 3M | -40.3% | +14.3% | -54.6% | -43.9% |
| 6M | -8.0% | -1.6% | -6.4% | -7.3% |
| YTD | +7.5% | +22.8% | -15.2% | -2.1% |
| 1Y | +84.0% | -1.1% | +85.1% | +85.4% |
| All | +373.4% | +70.3% | +303.1% | +302.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling