+244.7%
APLD vs TRV
+132.6%
+112.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.5% | +7.5% |
| 7D | +3.1% | -0.9% | +4.0% | +3.2% |
| 30D | -29.4% | +7.2% | -36.6% | -30.4% |
| 3M | -42.8% | +3.2% | -46.0% | -43.2% |
| 6M | -59.5% | +33.6% | -93.1% | -62.9% |
| YTD | -31.8% | +37.8% | -69.6% | -38.7% |
| 1Y | -46.0% | +43.4% | -89.4% | -52.6% |
| 3Y | +252.0% | +146.7% | +105.3% | +120.1% |
| All | +244.7% | +132.6% | +112.2% | +76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling