+443.7%
APLD vs VO
+51.5%
+392.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +2.3% |
| 7D | +4.1% | -0.3% | +4.3% | +4.9% |
| 30D | -11.7% | -0.3% | -11.4% | -10.7% |
| 3M | -40.3% | +2.9% | -43.2% | -43.6% |
| 6M | -8.0% | +9.3% | -17.3% | -22.9% |
| YTD | +7.5% | +14.2% | -6.6% | -17.7% |
| 1Y | +84.0% | +15.3% | +68.8% | +37.3% |
| 3Y | +356.2% | +56.2% | +300.0% | +89.3% |
| All | +443.7% | +51.5% | +392.2% | +134.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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