+243.9%
APLD vs KRE
+29.2%
+214.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | -6.3% | +0.3% | -6.6% | -6.3% |
| 30D | -29.6% | +5.9% | -35.5% | -33.4% |
| 3M | -42.6% | -3.3% | -39.3% | -41.1% |
| 6M | -59.6% | +5.8% | -65.4% | -62.2% |
| YTD | -32.0% | +14.7% | -46.7% | -41.1% |
| 1Y | -46.9% | +22.0% | -69.0% | -56.8% |
| 3Y | +255.7% | +91.6% | +164.0% | +72.9% |
| All | +243.9% | +29.2% | +214.8% | +185.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 10y: compounded portfolio wealth divided by compounded KRE 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…
10y analysis · Full analysis span regression · 6 months rolling