+220.6%
APLD vs RBA
+77.4%
+143.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.3% | +11.1% | +10.3% |
| 7D | -12.7% | +4.3% | -17.0% | -14.7% |
| 30D | -34.7% | +16.3% | -51.0% | -39.7% |
| 3M | -46.1% | +1.3% | -47.4% | -47.1% |
| 6M | -64.9% | -11.1% | -53.8% | -63.8% |
| YTD | -36.6% | -8.5% | -28.1% | -35.7% |
| 1Y | -50.0% | -2.1% | -47.8% | -51.1% |
| 3Y | +190.1% | +44.6% | +145.6% | +136.7% |
| All | +220.6% | +77.4% | +143.2% | +152.6% |
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