+190.1%
APLD vs OVV
+34.1%
+156.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.6% | +10.4% | +9.9% |
| 7D | -12.7% | -16.7% | +3.9% | -7.8% |
| 30D | -34.7% | -1.5% | -33.2% | -34.6% |
| 3M | -46.1% | +1.6% | -47.7% | -47.1% |
| 6M | -64.9% | +2.0% | -66.9% | -65.9% |
| YTD | -36.6% | +56.8% | -93.4% | -51.5% |
| 1Y | -50.0% | +64.8% | -114.8% | -62.9% |
| 3Y | +190.1% | +38.3% | +151.8% | +112.5% |
| All | +190.1% | +34.1% | +156.0% | +112.5% |
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 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