-4.8%
PEP vs APLD
+255.7%
-260.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +7.5% | -7.1% | +0.4% |
| 7D | +1.0% | +3.1% | -2.0% | +1.1% |
| 30D | +12.6% | -29.4% | +42.0% | +12.6% |
| 3M | +3.1% | -42.8% | +45.9% | +3.0% |
| 6M | -6.3% | -59.5% | +53.2% | -6.4% |
| YTD | +1.9% | -31.8% | +33.7% | +1.7% |
| 1Y | +3.3% | -46.0% | +49.3% | +3.1% |
| 3Y | -4.8% | +252.0% | -256.8% | -6.2% |
| All | -4.8% | +255.7% | -260.6% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling