+229.3%
APLD vs TRMB
-19.9%
+249.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.4% | -5.5% |
| 7D | +2.7% | +2.8% | -0.1% | +0.5% |
| 30D | -21.4% | -5.9% | -15.6% | -18.6% |
| 3M | -47.8% | -3.3% | -44.5% | -47.8% |
| 6M | -64.9% | +1.3% | -66.2% | -67.3% |
| YTD | -34.9% | -29.0% | -5.9% | -15.6% |
| 1Y | -30.7% | -27.8% | -3.0% | -11.2% |
| 3Y | +305.3% | +36.3% | +269.0% | +172.8% |
| All | +229.3% | -19.9% | +249.2% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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