+443.7%
APLD vs XYZ
-31.8%
+475.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.2% |
| 7D | +4.1% | -1.0% | +5.0% | +4.6% |
| 30D | -11.7% | -1.7% | -10.0% | -11.2% |
| 3M | -40.3% | +16.7% | -57.0% | -45.9% |
| 6M | -8.0% | +26.9% | -34.8% | -21.1% |
| YTD | +7.5% | +27.1% | -19.6% | -9.8% |
| 1Y | +84.0% | +9.3% | +74.8% | +66.7% |
| 3Y | +356.2% | +42.3% | +314.0% | +236.3% |
| All | +443.7% | -31.8% | +475.5% | +373.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling