+243.9%
APLD vs SONY
+50.1%
+193.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.7% |
| 7D | -6.3% | +5.2% | -11.5% | -10.9% |
| 30D | -29.6% | +10.7% | -40.3% | -36.2% |
| 3M | -42.6% | +12.1% | -54.7% | -49.1% |
| 6M | -59.6% | +32.6% | -92.1% | -70.2% |
| YTD | -32.0% | +4.3% | -36.3% | -37.1% |
| 1Y | -46.9% | -4.5% | -42.4% | -47.4% |
| 3Y | +255.7% | +56.9% | +198.8% | +93.6% |
| All | +243.9% | +50.1% | +193.9% | +134.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling