+41.8%
SCHD vs APLD
-46.0%
+87.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.7% | +8.6% | +1.8% |
| 7D | +3.2% | -18.5% | +21.7% | +3.1% |
| 30D | +10.7% | -32.8% | +43.4% | +10.6% |
| 3M | +7.8% | -46.9% | +54.7% | +7.8% |
| 6M | +16.7% | -53.4% | +70.1% | +16.9% |
| YTD | +35.3% | -32.3% | +67.5% | +34.8% |
| 1Y | +41.8% | -46.5% | +88.3% | +41.1% |
| All | +41.8% | -46.0% | +87.8% | +41.1% |
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