+229.3%
APLD vs SOXQ
+242.1%
-12.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.5% | -2.3% | -1.7% |
| 7D | +2.7% | +8.2% | -5.5% | -6.2% |
| 30D | -21.4% | -13.2% | -8.3% | -5.3% |
| 3M | -47.8% | -18.5% | -29.3% | -31.8% |
| 6M | -64.9% | -15.4% | -49.4% | -57.2% |
| YTD | -34.9% | +43.6% | -78.4% | -55.6% |
| 1Y | -30.7% | +49.2% | -80.0% | -54.1% |
| 3Y | +305.3% | +190.2% | +115.1% | +31.9% |
| All | +229.3% | +242.1% | -12.8% | -14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling