+443.7%
APLD vs SW
+29.7%
+414.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.3% |
| 7D | +4.1% | -5.1% | +9.2% | +6.1% |
| 30D | -11.7% | -4.6% | -7.1% | -10.3% |
| 3M | -40.3% | +9.4% | -49.7% | -42.9% |
| 6M | -8.0% | +3.5% | -11.5% | -10.0% |
| YTD | +7.5% | +22.0% | -14.5% | -1.2% |
| 1Y | +84.0% | +2.2% | +81.8% | +77.4% |
| 3Y | +356.2% | +19.6% | +336.6% | +305.7% |
| All | +443.7% | +29.7% | +414.0% | +356.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling