-46.8%
APLD vs PSX
+89.2%
-136.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.0% | +4.6% | +8.3% |
| 7D | +3.1% | -8.0% | +11.1% | -0.2% |
| 30D | -29.4% | -9.0% | -20.3% | -31.7% |
| 3M | -42.8% | +24.7% | -67.5% | -37.9% |
| 6M | -59.5% | +49.3% | -108.8% | -53.2% |
| YTD | -31.8% | +100.2% | -132.0% | -25.9% |
| All | -46.8% | +89.2% | -136.1% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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