+103.5%
APLD vs MTB
+23.0%
+80.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +7.9% | +7.4% |
| 7D | +16.6% | +2.8% | +13.8% | +16.1% |
| 30D | -3.1% | -4.2% | +1.1% | -2.5% |
| 3M | -30.9% | +7.8% | -38.7% | -32.2% |
| 6M | +12.6% | +14.8% | -2.2% | +7.8% |
| YTD | +15.5% | +20.8% | -5.3% | +15.4% |
| 1Y | +103.5% | +23.1% | +80.4% | +91.9% |
| All | +103.5% | +23.0% | +80.5% | +91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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