+48.8%
SOXL vs APLD
-37.2%
+86.0%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -5.8% | -5.2% | -5.8% |
| 7D | +26.9% | +2.7% | +24.2% | +25.9% |
| 30D | -47.2% | -21.4% | -25.8% | -28.7% |
| 3M | -59.9% | -47.8% | -12.0% | -24.1% |
| 6M | -68.3% | -64.9% | -3.4% | -18.2% |
| YTD | +38.8% | -34.9% | +73.7% | +132.8% |
| 1Y | +48.8% | -30.7% | +79.5% | +118.8% |
| All | +48.8% | -37.2% | +86.0% | +118.8% |
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