+164.4%
APLD vs OVV
+35.0%
+129.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -2.9% | -11.8% | -13.8% |
| 7D | -27.0% | -14.9% | -12.1% | -23.3% |
| 30D | -44.1% | -0.9% | -43.2% | -44.1% |
| 3M | -52.6% | +5.6% | -58.1% | -54.1% |
| 6M | -64.5% | -2.5% | -62.0% | -65.0% |
| YTD | -42.2% | +57.8% | -100.0% | -55.9% |
| 1Y | -57.2% | +70.1% | -127.2% | -68.7% |
| All | +164.4% | +35.0% | +129.4% | +93.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling