+269.3%
APLD vs OPEN
-83.1%
+352.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.2% | +3.2% | +6.4% |
| 7D | +7.8% | -31.1% | +38.9% | +16.6% |
| 30D | -23.0% | -34.7% | +11.7% | -16.4% |
| 3M | -39.7% | -61.9% | +22.2% | -25.6% |
| 6M | -59.8% | -71.9% | +12.0% | -46.8% |
| YTD | -27.0% | -76.6% | +49.6% | +0.3% |
| 1Y | -37.3% | -83.9% | +46.6% | -6.9% |
| 3Y | +281.9% | -34.4% | +316.3% | +164.6% |
| All | +269.3% | -83.1% | +352.4% | +267.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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