+50.3%
TER vs APLD
-41.0%
+91.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +7.4% | +0.9% | +5.1% |
| 7D | +5.9% | +7.8% | -1.9% | +3.0% |
| 30D | -30.8% | -23.0% | -7.8% | -23.3% |
| 3M | -29.9% | -39.7% | +9.7% | -14.9% |
| 6M | -27.5% | -59.8% | +32.4% | -0.9% |
| YTD | +37.5% | -27.0% | +64.4% | +52.1% |
| 1Y | +50.3% | -37.3% | +87.6% | +70.6% |
| All | +50.3% | -41.0% | +91.2% | +70.6% |
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