+84.0%
APLD vs ROK
+29.3%
+54.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +0.4% |
| 7D | +4.1% | +0.7% | +3.4% | +3.4% |
| 30D | -11.7% | -3.3% | -8.4% | -8.3% |
| 3M | -40.3% | -5.9% | -34.4% | -36.9% |
| 6M | -8.0% | +13.9% | -21.8% | -20.1% |
| YTD | +7.5% | +12.6% | -5.0% | -5.5% |
| 1Y | +84.0% | +28.6% | +55.4% | +83.9% |
| All | +84.0% | +29.3% | +54.7% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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