+243.9%
APLD vs TRU
-9.0%
+252.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.3% |
| 7D | -6.3% | +4.6% | -10.9% | -8.7% |
| 30D | -29.6% | +25.4% | -55.0% | -38.6% |
| 3M | -42.6% | +4.0% | -46.6% | -45.3% |
| 6M | -59.6% | +14.5% | -74.0% | -64.6% |
| YTD | -32.0% | -3.7% | -28.2% | -35.7% |
| 1Y | -46.9% | +2.8% | -49.7% | -52.2% |
| 3Y | +255.7% | +58.5% | +197.1% | +113.6% |
| All | +243.9% | -9.0% | +252.9% | +276.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling