+459.6%
APLD vs KR
+6.5%
+453.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.8% | -4.4% |
| 7D | +9.0% | -3.1% | +12.0% | +8.4% |
| 30D | -6.6% | +0.6% | -7.2% | -6.4% |
| 3M | -35.2% | -9.8% | -25.5% | -35.6% |
| 6M | +0.4% | -22.1% | +22.5% | -0.7% |
| YTD | +10.7% | -8.1% | +18.8% | +9.0% |
| 1Y | +78.6% | -14.7% | +93.2% | +76.7% |
| 3Y | +423.9% | +28.6% | +395.4% | +370.2% |
| All | +459.6% | +6.5% | +453.1% | +294.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 5y: compounded portfolio wealth divided by compounded KR 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…
5y analysis · Full analysis span regression · 6 months rolling