+305.3%
APLD vs SRE
+24.6%
+280.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.7% | -6.5% | -6.3% |
| 7D | +2.7% | +1.8% | +0.9% | +1.3% |
| 30D | -21.4% | -3.0% | -18.4% | -19.8% |
| 3M | -47.8% | -7.3% | -40.6% | -45.0% |
| 6M | -64.9% | -11.9% | -53.0% | -61.7% |
| YTD | -34.9% | -7.9% | -27.0% | -31.8% |
| 1Y | -30.7% | -11.1% | -19.6% | -25.5% |
| 3Y | +305.3% | +24.8% | +280.5% | +262.9% |
| All | +305.3% | +24.6% | +280.7% | +262.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling