+51.2%
JNJ vs APLD
-46.0%
+97.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -6.7% | +10.6% | +3.6% |
| 7D | +1.9% | -18.5% | +20.5% | +1.3% |
| 30D | +9.2% | -32.8% | +42.0% | +7.9% |
| 3M | +8.9% | -46.9% | +55.8% | +7.0% |
| 6M | +24.6% | -53.4% | +77.9% | +22.7% |
| YTD | +35.7% | -32.3% | +67.9% | +36.9% |
| 1Y | +51.2% | -46.5% | +97.7% | +51.2% |
| All | +51.2% | -46.0% | +97.2% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 APLD 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