-46.5%
APLD vs SOXQ
+45.5%
-92.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.1% | -3.6% | -2.4% |
| 7D | -18.5% | -12.1% | -6.4% | -2.0% |
| 30D | -32.8% | -22.0% | -10.7% | -3.7% |
| 3M | -46.9% | -15.6% | -31.3% | -31.5% |
| 6M | -53.4% | -2.4% | -51.0% | -59.9% |
| YTD | -32.3% | +45.4% | -77.6% | -74.8% |
| 1Y | -46.5% | +47.7% | -94.2% | -80.6% |
| All | -46.5% | +45.5% | -92.0% | -80.6% |
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