-59.8%
APLD vs SPGI
+20.7%
-80.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.4% | +7.0% | +7.6% |
| 7D | +7.8% | -1.4% | +9.2% | +6.5% |
| 30D | -23.0% | +15.3% | -38.2% | -14.6% |
| 3M | -39.7% | +16.5% | -56.2% | -32.2% |
| 6M | -59.8% | +19.8% | -79.7% | -53.8% |
| All | -59.8% | +20.7% | -80.5% | -53.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling