+229.3%
APLD vs MSI
+140.5%
+88.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -5.9% | -5.9% |
| 7D | +2.7% | +3.2% | -0.5% | +1.0% |
| 30D | -21.4% | +17.6% | -39.0% | -29.0% |
| 3M | -47.8% | +14.5% | -62.4% | -52.5% |
| 6M | -64.9% | +34.3% | -99.1% | -71.8% |
| YTD | -34.9% | +39.7% | -74.6% | -49.6% |
| 1Y | -30.7% | +40.2% | -70.9% | -46.9% |
| 3Y | +305.3% | +77.1% | +228.2% | +133.9% |
| All | +229.3% | +140.5% | +88.8% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling