+483.7%
APLD vs TGT
-18.1%
+501.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.4% | +7.7% |
| 7D | +16.6% | -0.6% | +17.2% | +16.8% |
| 30D | -3.1% | +9.5% | -12.6% | -6.8% |
| 3M | -30.9% | +32.3% | -63.1% | -38.7% |
| 6M | +12.6% | +37.0% | -24.4% | -1.7% |
| YTD | +15.5% | +71.0% | -55.6% | -8.0% |
| 1Y | +103.5% | +85.0% | +18.5% | +55.5% |
| 3Y | +446.5% | +46.8% | +399.7% | +334.8% |
| All | +483.7% | -18.1% | +501.8% | +358.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 5y: compounded portfolio wealth divided by compounded TGT 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…
5y analysis · Full analysis span regression · 6 months rolling