-30.7%
APLD vs SPGI
+2.7%
-33.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.1% | -6.9% | -5.2% |
| 7D | +2.7% | +1.2% | +1.5% | +3.3% |
| 30D | -21.4% | +15.9% | -37.3% | -15.6% |
| 3M | -47.8% | +12.3% | -60.1% | -44.6% |
| 6M | -64.9% | +23.7% | -88.6% | -61.2% |
| YTD | -34.9% | -3.5% | -31.3% | -32.1% |
| 1Y | -30.7% | +0.4% | -31.2% | -24.2% |
| All | -30.7% | +2.7% | -33.5% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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