+252.0%
APLD vs SO
+50.8%
+201.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +8.1% |
| 7D | +3.1% | -1.1% | +4.2% | +2.6% |
| 30D | -29.4% | +8.6% | -38.0% | -26.8% |
| 3M | -42.8% | +1.8% | -44.6% | -42.3% |
| 6M | -59.5% | +3.6% | -63.1% | -58.8% |
| YTD | -31.8% | +9.9% | -41.8% | -29.4% |
| 1Y | -46.0% | +5.7% | -51.7% | -44.2% |
| 3Y | +252.0% | +52.5% | +199.5% | +189.1% |
| All | +252.0% | +50.8% | +201.2% | +189.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling