+229.3%
APLD vs NOC
+26.5%
+202.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -6.0% | -5.8% |
| 7D | +2.7% | +4.8% | -2.1% | +2.2% |
| 30D | -21.4% | +11.0% | -32.5% | -22.5% |
| 3M | -47.8% | -3.8% | -44.1% | -47.6% |
| 6M | -64.9% | +0.6% | -65.5% | -65.0% |
| YTD | -34.9% | -2.3% | -32.6% | -34.0% |
| 1Y | -30.7% | +0.3% | -31.0% | -30.0% |
| 3Y | +305.3% | +24.6% | +280.7% | +297.7% |
| All | +229.3% | +26.5% | +202.8% | +181.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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