+305.3%
APLD vs TECH
+29.5%
+275.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.7% | -5.8% |
| 7D | +2.7% | 0.0% | +2.7% | +2.7% |
| 30D | -21.4% | +0.4% | -21.8% | -21.5% |
| 3M | -47.8% | +1.0% | -48.8% | -48.0% |
| 6M | -64.9% | +62.7% | -127.5% | -70.4% |
| YTD | -34.9% | +24.3% | -59.2% | -41.3% |
| 1Y | -30.7% | +20.5% | -51.3% | -36.9% |
| 3Y | +305.3% | +29.3% | +276.0% | +184.6% |
| All | +305.3% | +29.5% | +275.9% | +184.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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