-46.5%
APLD vs ROIV
+97.8%
-144.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +6.1% | -12.8% | -11.4% |
| 7D | -18.5% | +3.0% | -21.6% | -20.6% |
| 30D | -32.8% | +6.8% | -39.6% | -36.2% |
| 3M | -46.9% | +10.5% | -57.4% | -51.9% |
| 6M | -53.4% | +34.8% | -88.2% | -65.2% |
| YTD | -32.3% | +76.2% | -108.4% | -61.0% |
| 1Y | -46.5% | +92.4% | -138.9% | -70.8% |
| All | -46.5% | +97.8% | -144.3% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling