+244.7%
APLD vs OVV
+29.3%
+215.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.6% | +7.5% |
| 7D | +3.1% | -10.7% | +13.8% | +8.7% |
| 30D | -29.4% | -5.3% | -24.1% | -28.0% |
| 3M | -42.8% | +2.4% | -45.2% | -44.5% |
| 6M | -59.5% | +5.7% | -65.1% | -62.1% |
| YTD | -31.8% | +56.8% | -88.6% | -50.1% |
| 1Y | -46.0% | +59.3% | -105.3% | -61.1% |
| 3Y | +252.0% | +49.0% | +203.0% | +151.5% |
| All | +244.7% | +29.3% | +215.4% | +160.8% |
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