+444.7%
APLD vs RDW
+76.1%
+368.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.3% | +4.8% | +3.3% |
| 7D | +0.2% | +0.9% | -0.7% | -0.1% |
| 30D | -15.2% | -21.3% | +6.1% | -7.7% |
| 3M | -36.3% | -37.9% | +1.6% | -26.1% |
| 6M | -7.4% | +12.3% | -19.6% | -20.0% |
| YTD | +7.7% | +39.7% | -32.0% | -14.2% |
| 1Y | +53.8% | +25.7% | +28.1% | +23.4% |
| 3Y | +407.1% | +230.8% | +176.3% | +132.1% |
| All | +444.7% | +76.1% | +368.6% | +232.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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