+84.0%
APLD vs SRE
+4.7%
+79.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.0% |
| 7D | +4.1% | -0.3% | +4.4% | +4.2% |
| 30D | -11.7% | -0.7% | -11.0% | -11.4% |
| 3M | -40.3% | -6.3% | -34.0% | -38.9% |
| 6M | -8.0% | -10.7% | +2.7% | -4.2% |
| YTD | +7.5% | -3.5% | +11.0% | +7.7% |
| 1Y | +84.0% | +5.3% | +78.7% | +92.4% |
| All | +84.0% | +4.7% | +79.3% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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