+192.2%
APLD vs SPGI
+31.1%
+161.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -1.9% | -12.8% | -13.4% |
| 7D | -27.0% | +2.6% | -29.5% | -28.5% |
| 30D | -44.1% | +19.3% | -63.3% | -50.8% |
| 3M | -52.6% | +15.5% | -68.0% | -57.8% |
| 6M | -64.5% | +18.3% | -82.8% | -70.3% |
| YTD | -42.2% | -3.8% | -38.4% | -43.3% |
| 1Y | -57.2% | +1.3% | -58.5% | -60.9% |
| 3Y | +159.5% | +33.6% | +125.9% | +61.5% |
| All | +192.2% | +31.1% | +161.1% | +55.9% |
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