-8.0%
APLD vs TRV
+20.3%
-28.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +0.5% |
| 7D | +4.1% | -0.1% | +4.2% | +3.8% |
| 30D | -11.7% | -3.4% | -8.3% | -14.6% |
| 3M | -40.3% | +26.4% | -66.7% | -27.1% |
| 6M | -8.0% | +19.3% | -27.3% | +3.6% |
| All | -8.0% | +20.3% | -28.2% | +3.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling