+243.9%
APLD vs VRTX
+94.6%
+149.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -6.3% | +3.2% | -9.6% | -7.0% |
| 30D | -29.6% | +7.4% | -37.0% | -30.8% |
| 3M | -42.6% | +4.6% | -47.2% | -43.4% |
| 6M | -59.6% | +27.5% | -87.0% | -62.3% |
| YTD | -32.0% | +20.9% | -52.8% | -35.7% |
| 1Y | -46.9% | +30.1% | -77.0% | -50.9% |
| 3Y | +255.7% | +46.6% | +209.0% | +178.3% |
| All | +243.9% | +94.6% | +149.3% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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