+94.1%
SMH vs APLD
+104.4%
-10.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +7.4% | -6.2% | -0.3% |
| 7D | +5.2% | +16.6% | -11.3% | +1.9% |
| 30D | -1.5% | -3.1% | +1.6% | -1.1% |
| 3M | -4.1% | -30.9% | +26.8% | +1.6% |
| 6M | +50.8% | +12.6% | +38.2% | +45.3% |
| YTD | +59.3% | +15.5% | +43.9% | +51.2% |
| 1Y | +94.1% | +103.5% | -9.4% | +76.2% |
| All | +94.1% | +104.4% | -10.3% | +76.2% |
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