+443.7%
APLD vs SO
+37.1%
+406.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +1.9% |
| 7D | +4.1% | -0.2% | +4.2% | +4.1% |
| 30D | -11.7% | -4.6% | -7.1% | -11.3% |
| 3M | -40.3% | -3.0% | -37.2% | -40.4% |
| 6M | -8.0% | -8.3% | +0.3% | -7.4% |
| YTD | +7.5% | +3.5% | +4.0% | +5.3% |
| 1Y | +84.0% | -0.9% | +84.9% | +82.6% |
| 3Y | +356.2% | +45.4% | +310.9% | +246.1% |
| All | +443.7% | +37.1% | +406.6% | +390.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling