-46.8%
APLD vs ROK
+4.6%
-51.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.6% | +3.9% | +3.2% |
| 7D | +3.1% | -11.5% | +14.6% | +19.6% |
| 30D | -29.4% | -10.0% | -19.4% | -19.4% |
| 3M | -42.8% | -11.4% | -31.3% | -33.3% |
| 6M | -59.5% | -13.7% | -45.8% | -52.0% |
| YTD | -31.8% | +1.0% | -32.9% | -39.1% |
| All | -46.8% | +4.6% | -51.4% | -51.2% |
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