-46.8%
APLD vs SO
+6.0%
-52.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +8.9% |
| 7D | +3.1% | -1.1% | +4.2% | +2.0% |
| 30D | -29.4% | +8.6% | -38.0% | -23.3% |
| 3M | -42.8% | +1.8% | -44.6% | -42.1% |
| 6M | -59.5% | +3.6% | -63.1% | -58.2% |
| YTD | -31.8% | +9.9% | -41.8% | -20.0% |
| All | -46.8% | +6.0% | -52.8% | -35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling