+269.3%
APLD vs RGEN
+9.8%
+259.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.2% | +7.7% |
| 7D | +7.8% | -3.1% | +11.0% | +9.9% |
| 30D | -23.0% | +0.1% | -23.0% | -22.4% |
| 3M | -39.7% | +4.8% | -44.4% | -41.1% |
| 6M | -59.8% | +48.9% | -108.8% | -67.3% |
| YTD | -27.0% | +5.3% | -32.3% | -30.1% |
| 1Y | -37.3% | +12.5% | -49.8% | -41.9% |
| 3Y | +281.9% | +17.0% | +264.9% | +220.3% |
| All | +269.3% | +9.8% | +259.5% | +139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling