+209.9%
APLD vs SW
+42.5%
+167.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.1% | -10.8% | -8.2% |
| 7D | -18.5% | +12.1% | -30.6% | -22.3% |
| 30D | -32.8% | +6.6% | -39.3% | -34.7% |
| 3M | -46.9% | -6.0% | -40.9% | -45.9% |
| 6M | -53.4% | +21.5% | -74.9% | -57.5% |
| YTD | -32.3% | +20.3% | -52.6% | -38.2% |
| 1Y | -46.5% | +28.1% | -74.7% | -52.4% |
| All | +209.9% | +42.5% | +167.4% | +141.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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