+431.5%
APLD vs KRE
+29.7%
+401.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.5% |
| 7D | -0.5% | -1.4% | +0.9% | +0.7% |
| 30D | -13.2% | -3.9% | -9.3% | -10.0% |
| 3M | -33.8% | +3.6% | -37.4% | -36.3% |
| 6M | -5.9% | +15.4% | -21.3% | -17.9% |
| YTD | +5.1% | +15.2% | -10.1% | -8.9% |
| 1Y | +51.8% | +16.5% | +35.4% | +27.7% |
| 3Y | +397.7% | +85.2% | +312.5% | +153.6% |
| All | +431.5% | +29.7% | +401.9% | +341.6% |
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