-35.8%
APLD vs ROIV
+91.0%
-126.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.4% | -0.9% | -1.7% |
| 7D | +19.6% | +9.2% | +10.4% | +11.9% |
| 30D | -24.5% | +19.9% | -44.4% | -33.9% |
| 3M | -45.6% | +10.6% | -56.2% | -50.2% |
| 6M | -61.4% | +36.1% | -97.5% | -71.0% |
| YTD | -30.9% | +84.3% | -115.2% | -61.4% |
| 1Y | -35.8% | +87.6% | -123.4% | -64.4% |
| All | -35.8% | +91.0% | -126.8% | -64.4% |
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