+243.9%
APLD vs SPXS
-84.2%
+328.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | +0.8% |
| 7D | -6.3% | +0.4% | -6.8% | -3.9% |
| 30D | -29.6% | +10.8% | -40.4% | -19.4% |
| 3M | -42.6% | +9.6% | -52.2% | -34.1% |
| 6M | -59.6% | -4.7% | -54.8% | -56.7% |
| YTD | -32.0% | -24.6% | -7.4% | -35.7% |
| 1Y | -46.9% | -24.6% | -22.4% | -48.6% |
| 3Y | +255.7% | -79.8% | +335.4% | +72.0% |
| All | +243.9% | -84.2% | +328.1% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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