+483.7%
APLD vs SPXS
-85.1%
+568.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.6% | +5.7% | +8.8% |
| 7D | +16.6% | -1.5% | +18.1% | +15.0% |
| 30D | -3.1% | +3.7% | -6.8% | +0.4% |
| 3M | -30.9% | -9.6% | -21.3% | -34.1% |
| 6M | +12.6% | -32.4% | +45.0% | -11.0% |
| YTD | +15.5% | -28.7% | +44.1% | -1.4% |
| 1Y | +103.5% | -38.1% | +141.6% | +59.5% |
| 3Y | +446.5% | -80.1% | +526.6% | +150.8% |
| All | +483.7% | -85.1% | +568.8% | +174.1% |
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