+668.8%
APLD vs SOUN
-22.7%
+691.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +4.1% | -5.2% | +9.3% | +5.2% |
| 30D | -11.7% | +4.8% | -16.5% | -13.1% |
| 3M | -40.3% | -15.9% | -24.4% | -38.2% |
| 6M | -8.0% | -17.4% | +9.4% | -5.6% |
| YTD | +7.5% | -32.4% | +39.9% | +15.5% |
| 1Y | +84.0% | -49.3% | +133.3% | +109.4% |
| 3Y | +356.2% | +167.5% | +188.8% | +256.7% |
| All | +668.8% | -22.7% | +691.5% | +530.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling