+431.5%
APLD vs NVO
-17.3%
+448.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -4.6% |
| 7D | -0.5% | -7.4% | +6.9% | +1.8% |
| 30D | -13.2% | -5.5% | -7.7% | -11.7% |
| 3M | -33.8% | +4.1% | -37.9% | -35.5% |
| 6M | -5.9% | +19.3% | -25.2% | -12.8% |
| YTD | +5.1% | -9.2% | +14.3% | +5.5% |
| 1Y | +51.8% | -15.0% | +66.8% | +54.5% |
| 3Y | +397.7% | -50.9% | +448.6% | +473.1% |
| All | +431.5% | -17.3% | +448.8% | +268.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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