+443.7%
APLD vs OVV
+37.8%
+405.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.6% |
| 7D | +4.1% | +0.3% | +3.8% | +3.8% |
| 30D | -11.7% | +11.7% | -23.4% | -16.8% |
| 3M | -40.3% | +9.8% | -50.1% | -44.0% |
| 6M | -8.0% | +26.6% | -34.5% | -22.1% |
| YTD | +7.5% | +67.0% | -59.5% | -22.6% |
| 1Y | +84.0% | +55.9% | +28.1% | +35.4% |
| 3Y | +356.2% | +45.5% | +310.7% | +235.8% |
| All | +443.7% | +37.8% | +405.9% | +304.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling