-46.8%
APLD vs SIMO
+80.3%
-127.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.7% | +1.8% | +5.2% |
| 7D | +3.1% | -8.5% | +11.5% | +7.4% |
| 30D | -29.4% | -34.8% | +5.4% | -16.7% |
| 3M | -42.8% | -32.8% | -9.9% | -34.0% |
| 6M | -59.5% | -32.0% | -27.4% | -53.7% |
| YTD | -31.8% | +87.0% | -118.8% | -53.6% |
| All | -46.8% | +80.3% | -127.1% | -62.9% |
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