+220.6%
APLD vs SPGI
+29.8%
+190.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.0% | +10.7% | +10.4% |
| 7D | -12.7% | +0.3% | -13.0% | -13.2% |
| 30D | -34.7% | +18.4% | -53.1% | -42.3% |
| 3M | -46.1% | +15.7% | -61.8% | -52.2% |
| 6M | -64.9% | +17.3% | -82.1% | -70.5% |
| YTD | -36.6% | -4.7% | -31.9% | -37.4% |
| 1Y | -50.0% | +1.8% | -51.8% | -54.9% |
| 3Y | +190.1% | +31.7% | +158.4% | +82.7% |
| All | +220.6% | +29.8% | +190.8% | +72.0% |
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 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