+229.3%
APLD vs RIG
+24.8%
+204.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.1% | -9.9% | -7.6% |
| 7D | +2.7% | +5.7% | -3.0% | 0.0% |
| 30D | -21.4% | -0.7% | -20.7% | -21.5% |
| 3M | -47.8% | -3.1% | -44.7% | -47.9% |
| 6M | -64.9% | -16.3% | -48.6% | -63.6% |
| YTD | -34.9% | +34.1% | -69.0% | -48.9% |
| 1Y | -30.7% | +38.2% | -68.9% | -46.4% |
| 3Y | +305.3% | -15.3% | +320.6% | +267.0% |
| All | +229.3% | +24.8% | +204.5% | +108.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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