+249.5%
APLD vs O
+5.4%
+244.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.8% | -5.1% |
| 7D | +19.6% | -0.4% | +20.0% | +19.9% |
| 30D | -24.5% | +8.3% | -32.7% | -28.0% |
| 3M | -45.6% | -4.0% | -41.6% | -44.6% |
| 6M | -61.4% | -2.6% | -58.8% | -61.7% |
| YTD | -30.9% | +9.9% | -40.8% | -37.3% |
| 1Y | -35.8% | +9.8% | -45.7% | -42.0% |
| 3Y | +261.4% | +39.7% | +221.7% | +144.5% |
| All | +249.5% | +5.4% | +244.1% | +229.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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