+443.7%
APLD vs TRI
+9.2%
+434.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.4% | +7.2% | +2.2% |
| 7D | +4.1% | -0.5% | +4.6% | +4.1% |
| 30D | -11.7% | +7.9% | -19.6% | -12.4% |
| 3M | -40.3% | +24.1% | -64.3% | -42.5% |
| 6M | -8.0% | +3.8% | -11.8% | -7.3% |
| YTD | +7.5% | -16.9% | +24.4% | +21.3% |
| 1Y | +84.0% | -38.4% | +122.4% | +151.7% |
| 3Y | +356.2% | -12.2% | +368.4% | +336.9% |
| All | +443.7% | +9.2% | +434.5% | +137.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling