-8.0%
APLD vs KKR
+18.2%
-26.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.7% |
| 7D | +4.1% | -0.9% | +4.9% | +4.5% |
| 30D | -11.7% | +2.2% | -13.9% | -13.1% |
| 3M | -40.3% | +13.1% | -53.3% | -43.8% |
| 6M | -8.0% | +15.3% | -23.2% | -18.7% |
| All | -8.0% | +18.2% | -26.2% | -18.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling