+283.3%
SOXX vs APLD
+502.3%
-219.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.4% | -5.7% | +1.0% |
| 7D | +5.6% | +16.6% | -10.9% | +4.1% |
| 30D | -2.7% | -3.1% | +0.4% | -2.5% |
| 3M | -7.5% | -30.9% | +23.4% | -4.7% |
| 6M | +63.5% | +12.6% | +50.9% | +61.0% |
| YTD | +75.7% | +15.5% | +60.2% | +71.4% |
| 1Y | +113.3% | +103.5% | +9.8% | +98.1% |
| 3Y | +227.4% | +446.5% | -219.1% | +160.2% |
| All | +283.3% | +502.3% | -219.1% | +176.8% |
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 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