+244.7%
APLD vs RBA
+81.7%
+163.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.4% | +5.1% | +6.4% |
| 7D | +3.1% | +2.5% | +0.6% | +1.9% |
| 30D | -29.4% | +11.6% | -41.0% | -33.3% |
| 3M | -42.8% | +1.5% | -44.3% | -43.8% |
| 6M | -59.5% | -6.6% | -52.8% | -59.3% |
| YTD | -31.8% | -6.3% | -25.6% | -31.6% |
| 1Y | -46.0% | -4.0% | -42.1% | -46.5% |
| 3Y | +252.0% | +47.3% | +204.7% | +184.9% |
| All | +244.7% | +81.7% | +163.0% | +168.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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