+443.7%
APLD vs NRG
+244.6%
+199.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.4% | -4.6% | -2.9% |
| 7D | +4.1% | +7.1% | -3.0% | -1.2% |
| 30D | -11.7% | -1.4% | -10.3% | -11.1% |
| 3M | -40.3% | -10.5% | -29.8% | -36.6% |
| 6M | -8.0% | -26.7% | +18.8% | +12.9% |
| YTD | +7.5% | -24.5% | +32.1% | +28.7% |
| 1Y | +84.0% | -18.6% | +102.6% | +110.8% |
| 3Y | +356.2% | +227.1% | +129.1% | +86.2% |
| All | +443.7% | +244.6% | +199.1% | +167.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling