+443.7%
APLD vs SGI
+152.6%
+291.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.5% |
| 7D | +4.1% | +8.5% | -4.5% | -1.2% |
| 30D | -11.7% | +0.7% | -12.4% | -12.5% |
| 3M | -40.3% | +0.6% | -40.9% | -41.0% |
| 6M | -8.0% | -17.9% | +10.0% | +3.5% |
| YTD | +7.5% | -21.2% | +28.7% | +22.7% |
| 1Y | +84.0% | -18.9% | +102.9% | +103.7% |
| 3Y | +356.2% | +52.6% | +303.6% | +232.1% |
| All | +443.7% | +152.6% | +291.1% | +127.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 all: compounded portfolio wealth divided by compounded SGI 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…
all analysis · Full analysis span regression · 6 months rolling