+229.3%
APLD vs OMC
+32.7%
+196.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.3% | -7.1% | -6.2% |
| 7D | +2.7% | +1.9% | +0.8% | +2.2% |
| 30D | -21.4% | +12.2% | -33.6% | -24.5% |
| 3M | -47.8% | +0.6% | -48.4% | -48.2% |
| 6M | -64.9% | +21.0% | -85.9% | -67.9% |
| YTD | -34.9% | +12.4% | -47.2% | -39.5% |
| 1Y | -30.7% | +25.4% | -56.2% | -40.4% |
| 3Y | +305.3% | +29.2% | +276.1% | +200.3% |
| All | +229.3% | +32.7% | +196.6% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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