+255.7%
APLD vs RCL
+278.1%
-22.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.8% |
| 7D | -6.3% | +8.5% | -14.9% | -10.8% |
| 30D | -29.6% | +20.4% | -50.0% | -37.3% |
| 3M | -42.6% | +11.0% | -53.6% | -46.5% |
| 6M | -59.6% | +24.9% | -84.4% | -65.1% |
| YTD | -32.0% | +23.9% | -55.8% | -41.8% |
| 1Y | -46.9% | +30.8% | -77.8% | -56.6% |
| 3Y | +255.7% | +270.4% | -14.7% | +29.8% |
| All | +255.7% | +278.1% | -22.5% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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