+443.7%
APLD vs SUI
-23.7%
+467.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +4.1% | -2.8% | +6.9% | +5.5% |
| 30D | -11.7% | -1.2% | -10.5% | -11.2% |
| 3M | -40.3% | -1.7% | -38.5% | -40.8% |
| 6M | -8.0% | -10.5% | +2.5% | -3.6% |
| YTD | +7.5% | -1.8% | +9.4% | +7.2% |
| 1Y | +84.0% | -4.1% | +88.1% | +84.7% |
| 3Y | +356.2% | +11.3% | +345.0% | +307.2% |
| All | +443.7% | -23.7% | +467.4% | +645.5% |
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