+84.0%
APLD vs SOXQ
+111.3%
-27.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.4% | -1.6% | -2.5% |
| 7D | +4.1% | +2.3% | +1.7% | +1.0% |
| 30D | -11.7% | -2.3% | -9.5% | -8.9% |
| 3M | -40.3% | -13.8% | -26.5% | -30.2% |
| 6M | -8.0% | +48.6% | -56.6% | -56.7% |
| YTD | +7.5% | +66.0% | -58.4% | -56.1% |
| 1Y | +84.0% | +107.9% | -23.9% | -45.5% |
| All | +84.0% | +111.3% | -27.3% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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