+443.7%
APLD vs SU
+140.5%
+303.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.2% |
| 7D | +4.1% | +3.6% | +0.5% | +1.5% |
| 30D | -11.7% | +7.9% | -19.6% | -16.6% |
| 3M | -40.3% | +3.5% | -43.8% | -42.5% |
| 6M | -8.0% | +19.0% | -26.9% | -22.5% |
| YTD | +7.5% | +55.0% | -47.4% | -25.7% |
| 1Y | +84.0% | +71.2% | +12.8% | +17.1% |
| 3Y | +356.2% | +117.4% | +238.8% | +132.4% |
| All | +443.7% | +140.5% | +303.2% | +192.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling