+252.0%
APLD vs SPGI
+30.9%
+221.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.7% | +6.8% | +7.4% |
| 7D | +3.1% | -0.9% | +3.9% | +3.3% |
| 30D | -29.4% | +15.5% | -44.9% | -31.8% |
| 3M | -42.8% | +15.7% | -58.4% | -45.1% |
| 6M | -59.5% | +19.1% | -78.5% | -62.3% |
| YTD | -31.8% | -4.1% | -27.8% | -28.8% |
| 1Y | -46.0% | +1.2% | -47.2% | -46.8% |
| 3Y | +252.0% | +31.6% | +220.4% | +168.0% |
| All | +252.0% | +30.9% | +221.1% | +168.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling