+255.7%
APLD vs S
+54.2%
+201.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.1% |
| 7D | -6.3% | +1.4% | -7.7% | -6.5% |
| 30D | -29.6% | -10.8% | -18.7% | -26.4% |
| 3M | -42.6% | +5.4% | -48.0% | -44.2% |
| 6M | -59.6% | +41.2% | -100.8% | -65.6% |
| YTD | -32.0% | +56.2% | -88.2% | -45.8% |
| 1Y | -46.9% | +36.3% | -83.2% | -55.2% |
| 3Y | +255.7% | +49.4% | +206.2% | +202.7% |
| All | +255.7% | +54.2% | +201.4% | +202.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 3y: compounded portfolio wealth divided by compounded S 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…
3y analysis · Full analysis span regression · 6 months rolling