+249.5%
APLD vs KR
+31.7%
+217.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.5% | -5.8% | -5.2% |
| 7D | +19.6% | +0.5% | +19.1% | +19.8% |
| 30D | -24.5% | +14.9% | -39.4% | -21.8% |
| 3M | -45.6% | +25.4% | -71.0% | -42.7% |
| 6M | -61.4% | +9.3% | -70.8% | -59.8% |
| YTD | -30.9% | +13.7% | -44.5% | -28.5% |
| 1Y | -35.8% | +9.2% | -45.0% | -33.5% |
| 3Y | +261.4% | +70.1% | +191.3% | +234.6% |
| All | +249.5% | +31.7% | +217.7% | +158.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling