+269.3%
APLD vs RBA
+81.5%
+187.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.9% | +7.6% |
| 7D | +7.8% | +0.6% | +7.2% | +7.5% |
| 30D | -23.0% | +9.0% | -31.9% | -26.4% |
| 3M | -39.7% | +7.2% | -46.8% | -42.3% |
| 6M | -59.8% | -7.8% | -52.1% | -59.4% |
| YTD | -27.0% | -6.4% | -20.6% | -26.7% |
| 1Y | -37.3% | -4.2% | -33.1% | -37.8% |
| 3Y | +281.9% | +64.1% | +217.8% | +195.9% |
| All | +269.3% | +81.5% | +187.8% | +188.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling