+420.9%
APLD vs ARKK
+91.2%
+329.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.4% | -1.8% |
| 7D | +9.0% | +1.4% | +7.5% | +6.8% |
| 30D | -6.6% | +5.1% | -11.7% | -13.2% |
| 3M | -35.2% | +12.7% | -48.0% | -44.6% |
| 6M | +0.4% | +13.8% | -13.4% | -13.9% |
| YTD | +10.7% | +9.9% | +0.8% | +1.4% |
| 1Y | +78.6% | +10.4% | +68.1% | +62.8% |
| All | +420.9% | +91.2% | +329.7% | +161.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 3y: compounded portfolio wealth divided by compounded ARKK 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…
3y analysis · Full analysis span regression · 6 months rolling