+36.8%
SCHD vs APLD
-41.4%
+78.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.1% | -0.3% |
| 7D | +1.4% | +19.6% | -18.2% | +1.5% |
| 30D | +7.7% | -24.5% | +32.1% | +7.6% |
| 3M | +5.7% | -45.6% | +51.3% | +5.8% |
| 6M | +14.9% | -61.4% | +76.4% | +15.5% |
| YTD | +34.2% | -30.9% | +65.1% | +33.5% |
| 1Y | +36.8% | -35.8% | +72.6% | +36.2% |
| All | +36.8% | -41.4% | +78.2% | +36.2% |
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