+483.7%
APLD vs SONY
+32.2%
+451.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.2% | +11.6% | +10.6% |
| 7D | +16.6% | -5.2% | +21.7% | +21.0% |
| 30D | -3.1% | +0.3% | -3.4% | -4.3% |
| 3M | -30.9% | +6.2% | -37.1% | -36.8% |
| 6M | +12.6% | +9.5% | +3.1% | -0.1% |
| YTD | +15.5% | -8.1% | +23.5% | +20.2% |
| 1Y | +103.5% | -17.9% | +121.5% | +128.8% |
| 3Y | +446.5% | +41.5% | +405.0% | +221.1% |
| All | +483.7% | +32.2% | +451.5% | +347.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling