+106.7%
SOXL vs APLD
+255.7%
-149.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +7.5% | +14.7% | +20.0% |
| 7D | -17.6% | +3.1% | -20.6% | -16.0% |
| 30D | -59.8% | -29.4% | -30.4% | -53.5% |
| 3M | -59.9% | -42.8% | -17.1% | -50.5% |
| 6M | -68.2% | -59.5% | -8.8% | -55.7% |
| YTD | +33.8% | -31.8% | +65.6% | +66.2% |
| 1Y | +34.7% | -46.0% | +80.8% | +75.6% |
| 3Y | +211.0% | +252.0% | -41.0% | +124.9% |
| All | +106.7% | +255.7% | -149.0% | +19.4% |
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