+691.3%
APLD vs SOUN
-25.7%
+716.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.8% | -3.8% |
| 7D | +9.0% | -4.4% | +13.4% | +9.9% |
| 30D | -6.6% | -13.1% | +6.5% | -4.0% |
| 3M | -35.2% | -7.7% | -27.5% | -34.3% |
| 6M | +0.4% | -21.2% | +21.6% | +3.9% |
| YTD | +10.7% | -35.0% | +45.7% | +19.8% |
| 1Y | +78.6% | -56.4% | +134.9% | +109.4% |
| 3Y | +423.9% | +181.7% | +242.2% | +307.8% |
| All | +691.3% | -25.7% | +716.9% | +554.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SOUN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling