+229.3%
APLD vs RMD
+6.0%
+223.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.3% | -6.0% | -5.9% |
| 7D | +2.7% | +2.1% | +0.6% | +1.9% |
| 30D | -21.4% | +2.1% | -23.5% | -22.3% |
| 3M | -47.8% | +6.2% | -54.1% | -49.6% |
| 6M | -64.9% | +19.4% | -84.3% | -68.3% |
| YTD | -34.9% | +0.5% | -35.4% | -36.4% |
| 1Y | -30.7% | -3.9% | -26.8% | -31.1% |
| 3Y | +305.3% | +72.5% | +232.8% | +160.5% |
| All | +229.3% | +6.0% | +223.3% | +152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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