+431.5%
APLD vs KKR
+86.8%
+344.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.1% | -1.9% | -2.4% |
| 7D | -0.5% | -8.1% | +7.6% | +6.8% |
| 30D | -13.2% | -9.1% | -4.1% | -6.4% |
| 3M | -33.8% | +6.4% | -40.1% | -38.1% |
| 6M | -5.9% | +12.6% | -18.5% | -17.6% |
| YTD | +5.1% | -20.4% | +25.6% | +24.1% |
| 1Y | +51.8% | -27.1% | +78.9% | +89.0% |
| 3Y | +397.7% | +63.8% | +333.9% | +154.4% |
| All | +431.5% | +86.8% | +344.7% | +136.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded KKR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling