+244.7%
APLD vs NI
+63.7%
+181.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.1% | +5.5% | +6.1% |
| 7D | +3.1% | +0.4% | +2.6% | +2.9% |
| 30D | -29.4% | +11.3% | -40.7% | -35.0% |
| 3M | -42.8% | +6.5% | -49.2% | -45.4% |
| 6M | -59.5% | -2.3% | -57.2% | -59.1% |
| YTD | -31.8% | +10.8% | -42.6% | -37.3% |
| 1Y | -46.0% | +6.2% | -52.3% | -48.9% |
| 3Y | +252.0% | +98.7% | +153.3% | +123.6% |
| All | +244.7% | +63.7% | +181.1% | +229.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling