-46.9%
APLD vs SONY
-4.4%
-42.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | -0.2% |
| 7D | -6.3% | +5.2% | -11.5% | -6.9% |
| 30D | -29.6% | +10.7% | -40.3% | -31.1% |
| 3M | -42.6% | +12.1% | -54.7% | -44.4% |
| 6M | -59.6% | +32.6% | -92.1% | -66.4% |
| YTD | -32.0% | +4.3% | -36.3% | -36.9% |
| 1Y | -46.9% | -4.5% | -42.4% | -49.3% |
| All | -46.9% | -4.4% | -42.5% | -49.3% |
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