+229.3%
APLD vs RIVN
-68.2%
+297.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.8% | -0.9% | -4.0% |
| 7D | +2.7% | -10.5% | +13.2% | +7.1% |
| 30D | -21.4% | -5.9% | -15.5% | -19.8% |
| 3M | -47.8% | -23.0% | -24.8% | -42.8% |
| 6M | -64.9% | -14.6% | -50.2% | -63.4% |
| YTD | -34.9% | -38.2% | +3.3% | -25.4% |
| 1Y | -30.7% | -25.7% | -5.1% | -26.3% |
| 3Y | +305.3% | -24.8% | +330.1% | +288.7% |
| All | +229.3% | -68.2% | +297.5% | +251.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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