+252.0%
APLD vs KRE
+89.4%
+162.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.7% | +5.8% | +6.2% |
| 7D | +3.1% | -0.4% | +3.5% | +3.5% |
| 30D | -29.4% | +6.4% | -35.8% | -32.8% |
| 3M | -42.8% | -3.1% | -39.7% | -41.6% |
| 6M | -59.5% | +6.4% | -65.8% | -61.8% |
| YTD | -31.8% | +15.3% | -47.1% | -39.8% |
| 1Y | -46.0% | +23.3% | -69.3% | -54.9% |
| 3Y | +252.0% | +93.6% | +158.4% | +69.0% |
| All | +252.0% | +89.4% | +162.6% | +69.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling