+164.4%
APLD vs SO
+47.0%
+117.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | +0.2% | -14.9% | -14.6% |
| 7D | -27.0% | +0.4% | -27.4% | -26.8% |
| 30D | -44.1% | +9.2% | -53.3% | -42.0% |
| 3M | -52.6% | +1.1% | -53.6% | -52.3% |
| 6M | -64.5% | -1.1% | -63.4% | -64.4% |
| YTD | -42.2% | +9.7% | -51.9% | -40.3% |
| 1Y | -57.2% | +5.5% | -62.7% | -55.8% |
| All | +164.4% | +47.0% | +117.4% | +113.8% |
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