+373.2%
SMH vs APLD
+461.1%
-87.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +2.4% |
| 7D | +2.5% | +4.1% | -1.6% | +2.1% |
| 30D | -0.5% | -11.7% | +11.2% | +0.6% |
| 3M | -9.6% | -40.3% | +30.6% | -5.8% |
| 6M | +42.1% | -8.0% | +50.0% | +41.9% |
| YTD | +57.4% | +7.5% | +49.9% | +54.3% |
| 1Y | +96.2% | +84.0% | +12.2% | +83.2% |
| 3Y | +267.9% | +356.2% | -88.3% | +195.1% |
| All | +373.2% | +461.1% | -87.9% | +241.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling