+443.7%
APLD vs MSI
+111.3%
+332.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.3% |
| 7D | +4.1% | -3.7% | +7.8% | +6.4% |
| 30D | -11.7% | +6.8% | -18.5% | -16.4% |
| 3M | -40.3% | +14.3% | -54.6% | -46.5% |
| 6M | -8.0% | -1.6% | -6.4% | -7.9% |
| YTD | +7.5% | +22.8% | -15.2% | -9.5% |
| 1Y | +84.0% | -1.1% | +85.1% | +81.8% |
| 3Y | +356.2% | +70.5% | +285.8% | +158.9% |
| All | +443.7% | +111.3% | +332.4% | +83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling