+269.3%
APLD vs OVV
+35.7%
+233.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.0% | +4.3% | +6.0% |
| 7D | +7.8% | +1.2% | +6.6% | +7.5% |
| 30D | -23.0% | -2.5% | -20.4% | -22.4% |
| 3M | -39.7% | +0.5% | -40.2% | -40.7% |
| 6M | -59.8% | +8.5% | -68.3% | -62.8% |
| YTD | -27.0% | +64.5% | -91.4% | -47.7% |
| 1Y | -37.3% | +64.7% | -102.0% | -55.3% |
| 3Y | +281.9% | +54.1% | +227.7% | +169.4% |
| All | +269.3% | +35.7% | +233.6% | +173.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling