+249.5%
APLD vs SAN
+329.0%
-79.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.8% | -2.6% | -3.1% |
| 7D | +19.6% | +1.0% | +18.6% | +18.5% |
| 30D | -24.5% | -9.4% | -15.1% | -18.7% |
| 3M | -45.6% | -17.1% | -28.5% | -37.1% |
| 6M | -61.4% | +2.2% | -63.6% | -62.3% |
| YTD | -30.9% | +6.0% | -36.9% | -34.7% |
| 1Y | -35.8% | +12.7% | -48.5% | -42.6% |
| 3Y | +261.4% | +242.1% | +19.3% | +12.4% |
| All | +249.5% | +329.0% | -79.5% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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