+244.7%
APLD vs SEI
+541.4%
-296.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +8.4% | -0.9% | +3.2% |
| 7D | +3.1% | -4.3% | +7.3% | +5.3% |
| 30D | -29.4% | -18.0% | -11.3% | -22.1% |
| 3M | -42.8% | +8.2% | -51.0% | -46.0% |
| 6M | -59.5% | -13.9% | -45.6% | -57.5% |
| YTD | -31.8% | +37.0% | -68.8% | -42.5% |
| 1Y | -46.0% | +24.5% | -70.5% | -52.0% |
| 3Y | +252.0% | +681.1% | -429.1% | +34.6% |
| All | +244.7% | +541.4% | -296.6% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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