+444.7%
APLD vs POET
+24.2%
+420.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.6% | -2.1% | +1.4% |
| 7D | +0.2% | +0.4% | -0.2% | +0.2% |
| 30D | -15.2% | -10.4% | -4.8% | -12.8% |
| 3M | -36.3% | -29.3% | -7.0% | -31.2% |
| 6M | -7.4% | +6.9% | -14.2% | -20.6% |
| YTD | +7.7% | +25.6% | -17.8% | -11.4% |
| 1Y | +53.8% | +49.2% | +4.6% | +17.3% |
| 3Y | +407.1% | +128.4% | +278.7% | +216.1% |
| All | +444.7% | +24.2% | +420.5% | +506.7% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 10y: compounded portfolio wealth divided by compounded POET 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…
10y analysis · Full analysis span regression · 6 months rolling