+22.6%
VZ vs APLD
+461.1%
-438.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -0.9% |
| 7D | +0.1% | +4.1% | -4.0% | +0.1% |
| 30D | +7.9% | -11.7% | +19.6% | +7.9% |
| 3M | +13.6% | -40.3% | +53.9% | +13.7% |
| 6M | +1.1% | -8.0% | +9.1% | +1.1% |
| YTD | +29.3% | +7.5% | +21.7% | +29.1% |
| 1Y | +21.2% | +84.0% | -62.8% | +20.6% |
| 3Y | +75.9% | +356.2% | -280.3% | +70.7% |
| All | +22.6% | +461.1% | -438.5% | +14.1% |
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