+192.2%
APLD vs SUI
-21.2%
+213.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | +0.7% | -15.4% | -14.9% |
| 7D | -27.0% | +8.8% | -35.8% | -29.6% |
| 30D | -44.1% | +8.9% | -53.0% | -46.7% |
| 3M | -52.6% | +2.0% | -54.6% | -53.4% |
| 6M | -64.5% | -0.6% | -63.8% | -65.2% |
| YTD | -42.2% | +1.3% | -43.6% | -43.8% |
| 1Y | -57.2% | +1.3% | -58.4% | -58.4% |
| 3Y | +159.5% | +16.3% | +143.2% | +124.4% |
| All | +192.2% | -21.2% | +213.4% | +290.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling