+84.0%
APLD vs SIMO
+226.2%
-142.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.7% | -6.9% | -1.0% |
| 7D | +4.1% | +4.2% | -0.2% | +2.6% |
| 30D | -11.7% | +4.1% | -15.8% | -13.8% |
| 3M | -40.3% | -12.9% | -27.4% | -39.2% |
| 6M | -8.0% | +110.3% | -118.3% | -28.4% |
| YTD | +7.5% | +178.6% | -171.0% | -29.8% |
| 1Y | +84.0% | +220.0% | -136.0% | +17.0% |
| All | +84.0% | +226.2% | -142.2% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 1y: compounded portfolio wealth divided by compounded SIMO 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…
1y analysis · Full analysis span regression · 6 months rolling