+103.5%
APLD vs SMR
-68.0%
+171.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +15.3% | -7.9% | -1.7% |
| 7D | +16.6% | +21.4% | -4.8% | +3.4% |
| 30D | -3.1% | +13.8% | -17.0% | -11.4% |
| 3M | -30.9% | +3.9% | -34.8% | -33.8% |
| 6M | +12.6% | -4.2% | +16.8% | +8.8% |
| YTD | +15.5% | -21.1% | +36.6% | +27.2% |
| 1Y | +103.5% | -67.1% | +170.6% | +240.6% |
| All | +103.5% | -68.0% | +171.5% | +240.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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