+82.5%
MRK vs APLD
+104.4%
-22.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.4% | -8.6% | -1.2% |
| 7D | -0.9% | +16.6% | -17.5% | -0.8% |
| 30D | +15.5% | -3.1% | +18.6% | +15.5% |
| 3M | +25.1% | -30.9% | +56.0% | +25.0% |
| 6M | +30.1% | +12.6% | +17.5% | +30.2% |
| YTD | +43.1% | +15.5% | +27.7% | +43.7% |
| 1Y | +82.5% | +103.5% | -21.1% | +79.0% |
| All | +82.5% | +104.4% | -22.0% | +79.0% |
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