+244.7%
APLD vs SO
+45.6%
+199.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +7.5% |
| 7D | +3.1% | -1.1% | +4.2% | +3.1% |
| 30D | -29.4% | +8.6% | -38.0% | -30.1% |
| 3M | -42.8% | +1.8% | -44.6% | -42.9% |
| 6M | -59.5% | +3.6% | -63.1% | -59.9% |
| YTD | -31.8% | +9.9% | -41.8% | -33.7% |
| 1Y | -46.0% | +5.7% | -51.7% | -47.0% |
| 3Y | +252.0% | +52.5% | +199.5% | +167.7% |
| All | +244.7% | +45.6% | +199.1% | +208.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 10y: compounded portfolio wealth divided by compounded SO 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…
10y analysis · Full analysis span regression · 6 months rolling