+354.6%
APLD vs SU
+129.2%
+225.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.8% | +5.6% | +6.7% |
| 7D | +7.8% | -4.3% | +12.1% | +9.9% |
| 30D | -23.0% | -6.2% | -16.8% | -21.1% |
| 3M | -39.7% | +9.7% | -49.4% | -42.7% |
| 6M | -59.8% | +7.3% | -67.1% | -61.9% |
| YTD | -27.0% | +58.7% | -85.7% | -47.3% |
| 1Y | -37.3% | +59.7% | -97.1% | -54.9% |
| All | +354.6% | +129.2% | +225.4% | +162.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling