+843.7%
APLD vs VIK
+236.8%
+606.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.6% | +4.7% | +5.4% |
| 7D | +16.6% | +3.6% | +13.0% | +13.7% |
| 30D | -3.1% | -16.7% | +13.6% | +10.2% |
| 3M | -30.9% | -1.1% | -29.8% | -30.5% |
| 6M | +12.6% | +27.8% | -15.2% | -4.5% |
| YTD | +15.5% | +23.3% | -7.9% | -0.9% |
| 1Y | +103.5% | +38.2% | +65.3% | +59.6% |
| All | +843.7% | +236.8% | +606.8% | +346.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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