+190.1%
APLD vs SO
+45.4%
+144.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.1% | +10.8% | +9.3% |
| 7D | -12.7% | -1.5% | -11.3% | -13.2% |
| 30D | -34.7% | +8.1% | -42.8% | -32.5% |
| 3M | -46.1% | +0.2% | -46.3% | -46.0% |
| 6M | -64.9% | +0.4% | -65.2% | -64.7% |
| YTD | -36.6% | +8.5% | -45.1% | -34.8% |
| 1Y | -50.0% | +4.9% | -54.9% | -48.6% |
| 3Y | +190.1% | +47.9% | +142.2% | +133.6% |
| All | +190.1% | +45.4% | +144.7% | +133.6% |
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