+269.3%
APLD vs RMBS
+235.4%
+33.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +5.7% | +1.7% | +3.7% |
| 7D | +7.8% | +3.0% | +4.9% | +6.2% |
| 30D | -23.0% | -15.5% | -7.4% | -13.2% |
| 3M | -39.7% | -11.5% | -28.2% | -34.3% |
| 6M | -59.8% | -36.5% | -23.3% | -47.9% |
| YTD | -27.0% | -7.1% | -19.9% | -30.6% |
| 1Y | -37.3% | -18.7% | -18.7% | -34.6% |
| 3Y | +281.9% | +36.2% | +245.7% | +135.0% |
| All | +269.3% | +235.4% | +33.9% | -59.8% |
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