+190.1%
APLD vs RKT
+85.3%
+104.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.6% | +8.1% | +9.1% |
| 7D | -12.7% | +17.7% | -30.4% | -18.3% |
| 30D | -34.7% | +31.6% | -66.3% | -41.9% |
| 3M | -46.1% | +13.9% | -60.0% | -49.5% |
| 6M | -64.9% | +2.8% | -67.6% | -66.2% |
| YTD | -36.6% | -22.2% | -14.4% | -32.2% |
| 1Y | -50.0% | -3.5% | -46.4% | -49.9% |
| 3Y | +190.1% | +95.3% | +94.8% | +55.7% |
| All | +190.1% | +85.3% | +104.8% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 3y: compounded portfolio wealth divided by compounded RKT 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…
3y analysis · Full analysis span regression · 6 months rolling