-46.5%
APLD vs SONY
-6.4%
-40.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.2% | -8.9% | -7.1% |
| 7D | -18.5% | +2.9% | -21.4% | -18.9% |
| 30D | -32.8% | +10.2% | -43.0% | -34.5% |
| 3M | -46.9% | +16.1% | -63.0% | -49.8% |
| 6M | -53.4% | +32.1% | -85.5% | -61.9% |
| YTD | -32.3% | +1.4% | -33.6% | -36.9% |
| 1Y | -46.5% | -7.0% | -39.5% | -48.8% |
| All | -46.5% | -6.4% | -40.1% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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