+179.2%
APLD vs MSTU
-91.8%
+271.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -12.9% | +7.6% | -2.3% |
| 7D | +19.6% | -23.0% | +42.6% | +27.0% |
| 30D | -24.5% | -47.7% | +23.2% | -12.4% |
| 3M | -45.6% | +12.5% | -58.1% | -50.3% |
| 6M | -61.4% | -76.1% | +14.7% | -51.4% |
| YTD | -30.9% | -75.5% | +44.6% | -21.2% |
| 1Y | -35.8% | -90.1% | +54.2% | -11.3% |
| All | +179.2% | -91.8% | +271.1% | +306.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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