+446.5%
APLD vs SONY
+41.5%
+405.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.2% | +11.6% | +9.4% |
| 7D | +16.6% | -5.2% | +21.7% | +19.3% |
| 30D | -3.1% | +0.3% | -3.4% | -3.9% |
| 3M | -30.9% | +6.2% | -37.1% | -34.6% |
| 6M | +12.6% | +9.5% | +3.1% | +4.1% |
| YTD | +15.5% | -8.1% | +23.5% | +18.1% |
| 1Y | +103.5% | -17.9% | +121.5% | +118.8% |
| 3Y | +446.5% | +41.5% | +405.0% | +327.9% |
| All | +446.5% | +41.5% | +405.1% | +327.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling