+20.1%
SGOV vs APLD
+477.4%
-457.4%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | 0.0% |
| 7D | +0.1% | +9.0% | -8.9% | +0.1% |
| 30D | +0.3% | -6.6% | +6.9% | +0.3% |
| 3M | +0.9% | -35.2% | +36.2% | +0.9% |
| 6M | +1.8% | +0.4% | +1.4% | +1.8% |
| YTD | +2.5% | +10.7% | -8.2% | +2.5% |
| 1Y | +3.8% | +78.6% | -74.8% | +3.8% |
| 3Y | +14.4% | +423.9% | -409.6% | +14.3% |
| All | +20.1% | +477.4% | -457.4% | +20.0% |
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 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