+74.5%
APLD vs SN
+681.9%
-607.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.9% | +4.6% | +6.3% |
| 7D | +3.1% | +7.6% | -4.6% | -0.1% |
| 30D | -29.4% | +24.1% | -53.5% | -35.8% |
| 3M | -42.8% | +23.7% | -66.5% | -48.1% |
| 6M | -59.5% | +105.5% | -165.0% | -71.2% |
| YTD | -31.8% | +105.1% | -136.9% | -51.3% |
| 1Y | -46.0% | +148.3% | -194.3% | -64.2% |
| 3Y | +252.0% | +438.7% | -186.7% | +84.4% |
| All | +74.5% | +681.9% | -607.4% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 5y: compounded portfolio wealth divided by compounded SN 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…
5y analysis · Full analysis span regression · 6 months rolling