+220.6%
APLD vs SRE
+5.2%
+215.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.1% | +11.8% | +11.4% |
| 7D | -12.7% | -9.2% | -3.5% | -5.5% |
| 30D | -34.7% | -1.9% | -32.8% | -33.8% |
| 3M | -46.1% | -6.5% | -39.6% | -43.3% |
| 6M | -64.9% | -15.2% | -49.6% | -60.2% |
| YTD | -36.6% | -9.5% | -27.1% | -32.4% |
| 1Y | -50.0% | -13.2% | -36.8% | -44.8% |
| 3Y | +190.1% | +19.5% | +170.6% | +139.6% |
| All | +220.6% | +5.2% | +215.4% | +228.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling