+249.5%
APLD vs PNR
+38.6%
+210.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.7% | -3.6% | -4.0% |
| 7D | +19.6% | -2.3% | +22.0% | +21.7% |
| 30D | -24.5% | +29.3% | -53.7% | -39.5% |
| 3M | -45.6% | +4.1% | -49.7% | -48.3% |
| 6M | -61.4% | -8.6% | -52.8% | -60.4% |
| YTD | -30.9% | -33.6% | +2.7% | -6.0% |
| 1Y | -35.8% | -36.4% | +0.5% | -9.4% |
| 3Y | +261.4% | +15.1% | +246.3% | +172.1% |
| All | +249.5% | +38.6% | +210.8% | +82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 5y: compounded portfolio wealth divided by compounded PNR 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…
5y analysis · Full analysis span regression · 6 months rolling