+394.8%
APLD vs KVUE
-8.9%
+403.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.0% |
| 7D | -0.5% | -6.1% | +5.6% | -0.5% |
| 30D | -13.2% | -5.6% | -7.6% | -13.2% |
| 3M | -33.8% | -0.3% | -33.4% | -34.0% |
| 6M | -5.9% | +1.4% | -7.3% | -6.5% |
| YTD | +5.1% | +6.7% | -1.6% | +4.4% |
| 1Y | +51.8% | +1.0% | +50.9% | +53.8% |
| All | +394.8% | -8.9% | +403.8% | +364.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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