+483.7%
APLD vs OMC
+21.1%
+462.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.8% | +9.2% | +8.0% |
| 7D | +16.6% | -5.8% | +22.3% | +18.8% |
| 30D | -3.1% | -4.8% | +1.7% | -1.8% |
| 3M | -30.9% | +9.2% | -40.1% | -34.3% |
| 6M | +12.6% | -2.5% | +15.1% | +12.0% |
| YTD | +15.5% | +2.6% | +12.9% | +10.9% |
| 1Y | +103.5% | +5.9% | +97.6% | +87.3% |
| 3Y | +446.5% | +14.2% | +432.3% | +335.8% |
| All | +483.7% | +21.1% | +462.6% | +205.1% |
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