+269.3%
APLD vs SAP
+144.2%
+125.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.2% | +7.3% |
| 7D | +7.8% | -2.5% | +10.3% | +9.1% |
| 30D | -23.0% | +7.5% | -30.4% | -27.5% |
| 3M | -39.7% | +11.6% | -51.3% | -45.3% |
| 6M | -59.8% | +37.6% | -97.5% | -70.6% |
| YTD | -27.0% | -2.0% | -25.0% | -28.4% |
| 1Y | -37.3% | -6.4% | -30.9% | -34.9% |
| 3Y | +281.9% | +67.7% | +214.2% | +54.0% |
| All | +269.3% | +144.2% | +125.1% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SAP.
Daily Out/Under-Performance
Portfolio return minus SAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAP 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 SAP 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