-46.5%
APLD vs PBR
+74.7%
-121.2%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -7.0% | +0.2% | -7.2% |
| 7D | -18.5% | -11.0% | -7.6% | -19.3% |
| 30D | -32.8% | -18.8% | -14.0% | -33.9% |
| 3M | -46.9% | +7.8% | -54.7% | -46.5% |
| 6M | -53.4% | -7.6% | -45.8% | -53.5% |
| YTD | -32.3% | +72.7% | -104.9% | -45.3% |
| 1Y | -46.5% | +72.9% | -119.5% | -57.4% |
| All | -46.5% | +74.7% | -121.2% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling