+443.7%
APLD vs RCAT
+318.5%
+125.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.8% | +2.3% |
| 7D | +4.1% | -1.4% | +5.5% | +4.4% |
| 30D | -11.7% | -3.3% | -8.4% | -11.3% |
| 3M | -40.3% | -43.2% | +2.9% | -32.3% |
| 6M | -8.0% | -43.2% | +35.2% | +1.3% |
| YTD | +7.5% | +5.5% | +2.0% | +3.0% |
| 1Y | +84.0% | -1.6% | +85.7% | +75.3% |
| 3Y | +356.2% | +773.7% | -417.5% | +246.3% |
| All | +443.7% | +318.5% | +125.2% | +377.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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