+244.7%
APLD vs PRU
+32.8%
+212.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.4% | +5.2% | +5.2% |
| 7D | +3.1% | +3.2% | -0.1% | -0.6% |
| 30D | -29.4% | +7.9% | -37.3% | -35.5% |
| 3M | -42.8% | +1.8% | -44.6% | -44.7% |
| 6M | -59.5% | +24.1% | -83.6% | -68.8% |
| YTD | -31.8% | +12.4% | -44.2% | -41.8% |
| 1Y | -46.0% | +20.9% | -66.9% | -57.8% |
| 3Y | +252.0% | +55.5% | +196.5% | +85.2% |
| All | +244.7% | +32.8% | +212.0% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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