+373.4%
APLD vs SUI
+12.1%
+361.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +4.1% | -2.8% | +6.9% | +5.2% |
| 30D | -11.7% | -1.2% | -10.5% | -11.3% |
| 3M | -40.3% | -1.7% | -38.5% | -40.8% |
| 6M | -8.0% | -10.5% | +2.5% | -4.0% |
| YTD | +7.5% | -1.8% | +9.4% | +7.3% |
| 1Y | +84.0% | -4.1% | +88.1% | +84.8% |
| All | +373.4% | +12.1% | +361.4% | +315.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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