+84.0%
APLD vs SPMO
+29.9%
+54.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | -1.8% |
| 7D | +4.1% | +2.0% | +2.1% | -0.5% |
| 30D | -11.7% | -0.4% | -11.4% | -10.6% |
| 3M | -40.3% | -1.9% | -38.4% | -38.8% |
| 6M | -8.0% | +25.0% | -33.0% | -54.8% |
| YTD | +7.5% | +26.0% | -18.5% | -48.1% |
| 1Y | +84.0% | +28.7% | +55.3% | -26.3% |
| All | +84.0% | +29.9% | +54.1% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1y: compounded portfolio wealth divided by compounded SPMO 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…
1y analysis · Full analysis span regression · 6 months rolling