+305.3%
APLD vs VSXY
+455.0%
-149.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.5% | -7.3% | -6.1% |
| 7D | +2.7% | -1.7% | +4.4% | +3.2% |
| 30D | -21.4% | +20.1% | -41.5% | -24.8% |
| 3M | -47.8% | +16.6% | -64.4% | -50.1% |
| 6M | -64.9% | +134.9% | -199.8% | -72.8% |
| YTD | -34.9% | +96.0% | -130.9% | -47.6% |
| 1Y | -30.7% | +203.8% | -234.5% | -50.7% |
| 3Y | +305.3% | +465.3% | -160.0% | +155.9% |
| All | +305.3% | +455.0% | -149.7% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling