+483.7%
APLD vs NI
+51.2%
+432.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.2% | +6.1% | +6.5% |
| 7D | +16.6% | +2.3% | +14.3% | +14.7% |
| 30D | -3.1% | -1.7% | -1.4% | -1.8% |
| 3M | -30.9% | -8.0% | -22.9% | -26.8% |
| 6M | +12.6% | -8.6% | +21.3% | +19.4% |
| YTD | +15.5% | +2.3% | +13.1% | +12.7% |
| 1Y | +103.5% | +6.9% | +96.6% | +91.6% |
| 3Y | +446.5% | +70.6% | +376.0% | +284.7% |
| All | +483.7% | +51.2% | +432.5% | +493.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling