+737.7%
APLD vs KVUE
-20.6%
+758.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.5% | -0.7% | -4.0% |
| 7D | +9.0% | -7.2% | +16.2% | +9.3% |
| 30D | -6.6% | -5.7% | -0.9% | -6.4% |
| 3M | -35.2% | +0.2% | -35.4% | -35.6% |
| 6M | +0.4% | 0.0% | +0.4% | -0.3% |
| YTD | +10.7% | +6.5% | +4.2% | +9.5% |
| 1Y | +78.6% | -1.4% | +80.0% | +81.0% |
| 3Y | +423.9% | -5.6% | +429.5% | +426.7% |
| All | +737.7% | -20.6% | +758.2% | +821.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling