+255.7%
APLD vs KKR
+62.9%
+192.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.1% | -2.2% |
| 7D | -6.3% | +5.1% | -11.4% | -9.7% |
| 30D | -29.6% | +10.9% | -40.4% | -35.0% |
| 3M | -42.6% | -2.9% | -39.7% | -42.3% |
| 6M | -59.6% | -1.2% | -58.3% | -59.9% |
| YTD | -32.0% | -20.4% | -11.5% | -22.0% |
| 1Y | -46.9% | -15.4% | -31.5% | -42.0% |
| 3Y | +255.7% | +61.9% | +193.7% | +162.4% |
| All | +255.7% | +62.9% | +192.8% | +162.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling