+713.9%
APLD vs KVUE
-16.1%
+730.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.8% |
| 7D | +4.1% | -2.2% | +6.3% | +4.2% |
| 30D | -11.7% | -3.7% | -8.1% | -11.6% |
| 3M | -40.3% | +12.3% | -52.5% | -41.1% |
| 6M | -8.0% | +5.4% | -13.4% | -8.8% |
| YTD | +7.5% | +12.4% | -4.9% | +6.1% |
| 1Y | +84.0% | -4.4% | +88.4% | +90.4% |
| 3Y | +356.2% | -7.5% | +363.8% | +378.8% |
| All | +713.9% | -16.1% | +730.0% | +793.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling