-46.8%
APLD vs SMR
-83.0%
+36.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +7.1% | +0.4% | +2.7% |
| 7D | +3.1% | +1.7% | +1.4% | +2.0% |
| 30D | -29.4% | -24.4% | -4.9% | -14.9% |
| 3M | -42.8% | -44.6% | +1.8% | -19.0% |
| 6M | -59.5% | -56.7% | -2.8% | -33.6% |
| YTD | -31.8% | -61.6% | +29.8% | +16.5% |
| All | -46.8% | -83.0% | +36.2% | +45.7% |
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