+459.6%
APLD vs RMBS
+244.4%
+215.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -4.7% |
| 7D | +9.0% | +3.5% | +5.5% | +6.7% |
| 30D | -6.6% | -8.6% | +2.0% | -0.8% |
| 3M | -35.2% | -40.3% | +5.1% | -11.4% |
| 6M | +0.4% | -1.0% | +1.4% | -4.9% |
| YTD | +10.7% | -4.6% | +15.3% | +3.0% |
| 1Y | +78.6% | +17.6% | +61.0% | +39.3% |
| 3Y | +423.9% | +58.6% | +365.3% | +170.8% |
| All | +459.6% | +244.4% | +215.2% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMBS.
Daily Out/Under-Performance
Portfolio return minus RMBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMBS 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 RMBS 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