+243.9%
APLD vs S
-31.2%
+275.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -25.9% |
| 3M | -42.6% | +5.4% | -48.0% | -44.8% |
| 6M | -59.6% | +41.2% | -100.8% | -66.3% |
| YTD | -32.0% | +56.2% | -88.2% | -47.0% |
| 1Y | -46.9% | +36.3% | -83.2% | -56.2% |
| 3Y | +255.7% | +49.4% | +206.2% | +171.1% |
| All | +243.9% | -31.2% | +275.1% | +178.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling