+229.3%
APLD vs SPGI
+31.4%
+197.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.1% | -6.9% | -6.5% |
| 7D | +2.7% | +1.2% | +1.5% | +1.9% |
| 30D | -21.4% | +15.9% | -37.3% | -29.5% |
| 3M | -47.8% | +12.3% | -60.1% | -52.6% |
| 6M | -64.9% | +23.7% | -88.6% | -71.7% |
| YTD | -34.9% | -3.5% | -31.3% | -36.2% |
| 1Y | -30.7% | +0.4% | -31.2% | -35.8% |
| 3Y | +305.3% | +29.9% | +275.4% | +162.8% |
| All | +229.3% | +31.4% | +197.9% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling