+459.6%
APLD vs YUM
+31.9%
+427.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.7% | -2.8% |
| 7D | +9.0% | -3.6% | +12.5% | +11.2% |
| 30D | -6.6% | +0.4% | -7.0% | -7.2% |
| 3M | -35.2% | -3.8% | -31.5% | -34.6% |
| 6M | +0.4% | -8.3% | +8.7% | +4.4% |
| YTD | +10.7% | -2.6% | +13.3% | +10.0% |
| 1Y | +78.6% | +1.5% | +77.0% | +68.2% |
| 3Y | +423.9% | +21.6% | +402.4% | +251.6% |
| All | +459.6% | +31.9% | +427.7% | +239.6% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 5y: compounded portfolio wealth divided by compounded YUM 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…
5y analysis · Full analysis span regression · 6 months rolling