+431.5%
APLD vs SU
+146.2%
+285.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -4.9% |
| 7D | -0.5% | +1.7% | -2.2% | -1.6% |
| 30D | -13.2% | +9.6% | -22.8% | -18.7% |
| 3M | -33.8% | +11.7% | -45.5% | -39.6% |
| 6M | -5.9% | +21.9% | -27.8% | -22.2% |
| YTD | +5.1% | +58.6% | -53.5% | -28.4% |
| 1Y | +51.8% | +66.5% | -14.7% | -1.3% |
| 3Y | +397.7% | +121.4% | +276.3% | +150.7% |
| All | +431.5% | +146.2% | +285.3% | +181.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling