+36.3%
SMH vs APLD
-48.0%
+84.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +7.5% | -2.5% | +3.1% |
| 7D | -4.1% | +3.1% | -7.2% | -4.9% |
| 30D | -19.2% | -29.4% | +10.2% | -12.7% |
| 3M | -16.4% | -42.8% | +26.4% | -5.7% |
| 6M | -14.0% | -59.5% | +45.5% | +2.5% |
| YTD | +35.3% | -31.8% | +67.2% | +41.1% |
| All | +36.3% | -48.0% | +84.3% | +47.0% |
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 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