+443.7%
APLD vs REPL
-15.7%
+459.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +1.9% |
| 7D | +4.1% | -3.0% | +7.0% | +4.2% |
| 30D | -11.7% | +27.1% | -38.9% | -13.0% |
| 3M | -40.3% | +52.4% | -92.7% | -43.0% |
| 6M | -8.0% | +107.4% | -115.4% | -20.1% |
| YTD | +7.5% | +54.7% | -47.2% | -4.7% |
| 1Y | +84.0% | +158.9% | -74.8% | +50.2% |
| 3Y | +356.2% | -23.7% | +380.0% | +266.7% |
| All | +443.7% | -15.7% | +459.4% | +211.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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