+483.7%
APLD vs TRI
+2.1%
+481.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -6.5% | +13.9% | +7.7% |
| 7D | +16.6% | -7.1% | +23.6% | +17.0% |
| 30D | -3.1% | -2.3% | -0.8% | -3.2% |
| 3M | -30.9% | +19.6% | -50.4% | -33.6% |
| 6M | +12.6% | -8.7% | +21.3% | +16.8% |
| YTD | +15.5% | -22.3% | +37.7% | +30.6% |
| 1Y | +103.5% | -40.7% | +144.2% | +173.2% |
| 3Y | +446.5% | -17.8% | +464.3% | +424.5% |
| All | +483.7% | +2.1% | +481.6% | +155.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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