+444.7%
APLD vs SNY
-6.1%
+450.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.4% |
| 7D | +0.2% | -3.3% | +3.5% | +1.4% |
| 30D | -15.2% | -2.2% | -13.0% | -14.6% |
| 3M | -36.3% | -3.0% | -33.3% | -36.1% |
| 6M | -7.4% | +2.7% | -10.1% | -9.0% |
| YTD | +7.7% | -6.8% | +14.6% | +10.0% |
| 1Y | +53.8% | -5.3% | +59.0% | +54.3% |
| 3Y | +407.1% | -9.8% | +416.9% | +400.1% |
| All | +444.7% | -6.1% | +450.8% | +442.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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