+459.6%
APLD vs QSR
+51.5%
+408.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -2.9% |
| 7D | +9.0% | -2.4% | +11.3% | +10.8% |
| 30D | -6.6% | +5.7% | -12.3% | -10.7% |
| 3M | -35.2% | +6.9% | -42.2% | -39.8% |
| 6M | +0.4% | +6.9% | -6.5% | -7.9% |
| YTD | +10.7% | +14.9% | -4.2% | -7.3% |
| 1Y | +78.6% | +29.1% | +49.5% | +29.7% |
| 3Y | +423.9% | +26.1% | +397.8% | +263.9% |
| All | +459.6% | +51.5% | +408.1% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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