+229.3%
APLD vs RGEN
+6.8%
+222.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.8% | -6.5% | -6.1% |
| 7D | +2.7% | -3.3% | +6.0% | +4.3% |
| 30D | -21.4% | -5.8% | -15.6% | -18.6% |
| 3M | -47.8% | +0.2% | -48.0% | -48.0% |
| 6M | -64.9% | +56.8% | -121.7% | -72.0% |
| YTD | -34.9% | +2.4% | -37.3% | -36.9% |
| 1Y | -30.7% | +11.4% | -42.2% | -35.6% |
| 3Y | +305.3% | +15.2% | +290.2% | +241.6% |
| All | +229.3% | +6.8% | +222.5% | +116.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling