+78.6%
APLD vs XYZ
+5.0%
+73.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.3% | -3.8% |
| 7D | +9.0% | -3.7% | +12.7% | +10.4% |
| 30D | -6.6% | +0.5% | -7.1% | -7.0% |
| 3M | -35.2% | +16.3% | -51.5% | -39.3% |
| 6M | +0.4% | +21.1% | -20.7% | -8.9% |
| YTD | +10.7% | +22.0% | -11.3% | +2.7% |
| 1Y | +78.6% | +5.2% | +73.4% | +64.3% |
| All | +78.6% | +5.0% | +73.6% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 1y: compounded portfolio wealth divided by compounded XYZ 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…
1y analysis · Full analysis span regression · 6 months rolling