+459.6%
APLD vs TRV
+115.2%
+344.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.5% | -4.2% |
| 7D | +9.0% | +0.2% | +8.8% | +8.9% |
| 30D | -6.6% | -2.3% | -4.3% | -6.2% |
| 3M | -35.2% | +22.7% | -57.9% | -39.4% |
| 6M | +0.4% | +21.9% | -21.5% | -6.1% |
| YTD | +10.7% | +27.5% | -16.8% | +1.1% |
| 1Y | +78.6% | +36.2% | +42.3% | +55.9% |
| 3Y | +423.9% | +140.6% | +283.3% | +219.4% |
| All | +459.6% | +115.2% | +344.4% | +190.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 10y: compounded portfolio wealth divided by compounded TRV 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…
10y analysis · Full analysis span regression · 6 months rolling