-30.7%
APLD vs PBR
+46.7%
-77.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.3% | -7.1% | -5.7% |
| 7D | +2.7% | -1.0% | +3.7% | +2.7% |
| 30D | -21.4% | -29.3% | +7.9% | -23.9% |
| 3M | -47.8% | +5.5% | -53.4% | -47.3% |
| 6M | -64.9% | -2.9% | -62.0% | -64.7% |
| YTD | -34.9% | +61.5% | -96.3% | -49.1% |
| 1Y | -30.7% | +46.9% | -77.6% | -42.7% |
| All | -30.7% | +46.7% | -77.5% | -42.7% |
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