+229.3%
APLD vs NI
+67.3%
+162.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.5% | -6.3% | -6.1% |
| 7D | +2.7% | +4.3% | -1.6% | -0.3% |
| 30D | -21.4% | +12.4% | -33.8% | -28.1% |
| 3M | -47.8% | +10.2% | -58.0% | -51.5% |
| 6M | -64.9% | -0.8% | -64.1% | -65.0% |
| YTD | -34.9% | +13.2% | -48.1% | -41.1% |
| 1Y | -30.7% | +10.1% | -40.8% | -36.2% |
| 3Y | +305.3% | +103.1% | +202.2% | +153.3% |
| All | +229.3% | +67.3% | +162.0% | +210.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling