+443.7%
APLD vs RBA
+58.5%
+385.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.6% |
| 7D | +4.1% | -2.9% | +7.0% | +5.6% |
| 30D | -11.7% | -12.3% | +0.6% | -6.1% |
| 3M | -40.3% | -20.5% | -19.7% | -34.3% |
| 6M | -8.0% | -18.5% | +10.6% | +0.1% |
| YTD | +7.5% | -18.2% | +25.8% | +16.1% |
| 1Y | +84.0% | -27.5% | +111.5% | +111.0% |
| 3Y | +356.2% | +38.1% | +318.2% | +285.5% |
| All | +443.7% | +58.5% | +385.2% | +356.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling