+443.7%
APLD vs SPGI
+23.1%
+420.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.3% | +2.9% |
| 7D | +4.1% | +0.1% | +3.9% | +3.8% |
| 30D | -11.7% | +8.4% | -20.1% | -17.3% |
| 3M | -40.3% | +11.8% | -52.1% | -47.3% |
| 6M | -8.0% | +5.7% | -13.7% | -15.8% |
| YTD | +7.5% | -9.7% | +17.2% | +11.2% |
| 1Y | +84.0% | -12.5% | +96.5% | +92.4% |
| 3Y | +356.2% | +21.8% | +334.4% | +212.0% |
| All | +443.7% | +23.1% | +420.7% | +205.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling