+220.6%
APLD vs TRU
-10.0%
+230.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.1% | +11.8% | +10.7% |
| 7D | -12.7% | +5.7% | -18.4% | -15.6% |
| 30D | -34.7% | +29.2% | -63.9% | -44.1% |
| 3M | -46.1% | +2.7% | -48.8% | -48.4% |
| 6M | -64.9% | +15.2% | -80.1% | -69.5% |
| YTD | -36.6% | -4.9% | -31.7% | -39.7% |
| 1Y | -50.0% | +3.4% | -53.4% | -55.3% |
| 3Y | +190.1% | +63.2% | +126.9% | +69.2% |
| All | +220.6% | -10.0% | +230.6% | +252.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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