+305.3%
APLD vs RBA
+63.1%
+242.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.9% | -6.7% | -6.2% |
| 7D | +2.7% | +1.7% | +1.0% | +1.9% |
| 30D | -21.4% | +8.3% | -29.8% | -24.8% |
| 3M | -47.8% | +10.5% | -58.4% | -50.9% |
| 6M | -64.9% | -5.9% | -59.0% | -65.0% |
| YTD | -34.9% | -6.9% | -28.0% | -34.7% |
| 1Y | -30.7% | -4.9% | -25.9% | -31.4% |
| 3Y | +305.3% | +64.5% | +240.9% | +200.2% |
| All | +305.3% | +63.1% | +242.2% | +200.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling