+84.0%
APLD vs SONY
-10.8%
+94.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +2.1% |
| 7D | +4.1% | -1.2% | +5.2% | +4.3% |
| 30D | -11.7% | +9.4% | -21.2% | -14.1% |
| 3M | -40.3% | +10.5% | -50.8% | -42.0% |
| 6M | -8.0% | +11.7% | -19.6% | -13.7% |
| YTD | +7.5% | -4.1% | +11.6% | +0.2% |
| 1Y | +84.0% | -11.8% | +95.8% | +73.6% |
| All | +84.0% | -10.8% | +94.8% | +73.6% |
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