+459.6%
APLD vs NRG
+234.0%
+225.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.6% | -0.6% | -1.5% |
| 7D | +9.0% | +3.9% | +5.1% | +5.9% |
| 30D | -6.6% | -3.0% | -3.6% | -4.8% |
| 3M | -35.2% | -10.9% | -24.3% | -31.1% |
| 6M | +0.4% | -25.3% | +25.7% | +21.0% |
| YTD | +10.7% | -26.8% | +37.5% | +35.6% |
| 1Y | +78.6% | -23.3% | +101.8% | +113.4% |
| 3Y | +423.9% | +208.6% | +215.3% | +123.9% |
| All | +459.6% | +234.0% | +225.5% | +181.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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