-46.9%
APLD vs SIMO
+77.7%
-124.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.5% |
| 7D | -6.3% | -16.0% | +9.7% | +0.8% |
| 30D | -29.6% | -35.8% | +6.2% | -16.4% |
| 3M | -42.6% | -26.5% | -16.1% | -35.5% |
| 6M | -59.6% | -33.0% | -26.6% | -53.6% |
| YTD | -32.0% | +84.3% | -116.3% | -53.4% |
| 1Y | -46.9% | +82.0% | -128.9% | -62.7% |
| All | -46.9% | +77.7% | -124.7% | -62.7% |
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