+459.6%
APLD vs SYY
+7.6%
+452.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.2% | -6.3% | -5.2% |
| 7D | +9.0% | -0.2% | +9.2% | +9.0% |
| 30D | -6.6% | -2.7% | -3.9% | -5.5% |
| 3M | -35.2% | +5.9% | -41.1% | -38.2% |
| 6M | +0.4% | -2.3% | +2.7% | +0.2% |
| YTD | +10.7% | +13.1% | -2.4% | +3.6% |
| 1Y | +78.6% | +3.8% | +74.8% | +72.7% |
| 3Y | +423.9% | +26.7% | +397.2% | +336.1% |
| All | +459.6% | +7.6% | +452.0% | +457.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling