+220.6%
APLD vs S
-36.0%
+256.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.6% | +8.1% | +9.1% |
| 7D | -12.7% | -13.4% | +0.7% | -7.1% |
| 30D | -34.7% | -14.0% | -20.7% | -30.3% |
| 3M | -46.1% | +4.9% | -51.0% | -48.1% |
| 6M | -64.9% | +42.0% | -106.9% | -70.9% |
| YTD | -36.6% | +45.1% | -81.7% | -49.1% |
| 1Y | -50.0% | +33.1% | -83.0% | -58.5% |
| 3Y | +190.1% | +40.6% | +149.5% | +126.3% |
| All | +220.6% | -36.0% | +256.7% | +167.1% |
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