+220.6%
APLD vs RMBS
+192.8%
+27.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +7.0% | +2.8% | +5.2% |
| 7D | -12.7% | -12.0% | -0.8% | -4.6% |
| 30D | -34.7% | -33.1% | -1.5% | -14.7% |
| 3M | -46.1% | -23.7% | -22.4% | -35.6% |
| 6M | -64.9% | -42.7% | -22.2% | -51.2% |
| YTD | -36.6% | -18.9% | -17.7% | -34.3% |
| 1Y | -50.0% | -30.0% | -20.0% | -42.4% |
| 3Y | +190.1% | +28.8% | +161.3% | +78.7% |
| All | +220.6% | +192.8% | +27.8% | -61.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling