+443.7%
APLD vs PSA
-9.3%
+453.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.5% |
| 7D | +4.1% | -3.7% | +7.7% | +6.3% |
| 30D | -11.7% | -7.7% | -4.0% | -7.7% |
| 3M | -40.3% | -0.6% | -39.7% | -41.4% |
| 6M | -8.0% | -0.9% | -7.0% | -9.2% |
| YTD | +7.5% | +18.7% | -11.1% | -4.6% |
| 1Y | +84.0% | +7.6% | +76.4% | +71.2% |
| 3Y | +356.2% | +23.7% | +332.6% | +255.8% |
| All | +443.7% | -9.3% | +453.0% | +384.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 all: compounded portfolio wealth divided by compounded PSA 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…
all analysis · Full analysis span regression · 6 months rolling