+269.3%
APLD vs QSR
+52.1%
+217.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.6% | +8.2% |
| 7D | +7.8% | -2.2% | +10.0% | +9.3% |
| 30D | -23.0% | +7.8% | -30.8% | -28.1% |
| 3M | -39.7% | +5.5% | -45.2% | -43.0% |
| 6M | -59.8% | -0.2% | -59.6% | -61.1% |
| YTD | -27.0% | +15.4% | -42.4% | -39.9% |
| 1Y | -37.3% | +15.3% | -52.6% | -49.1% |
| 3Y | +281.9% | +23.7% | +258.2% | +172.2% |
| All | +269.3% | +52.1% | +217.1% | +20.5% |
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