+431.5%
APLD vs ROKU
+36.1%
+395.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -5.4% |
| 7D | -0.5% | -2.6% | +2.1% | +0.8% |
| 30D | -13.2% | +2.1% | -15.3% | -14.1% |
| 3M | -33.8% | +31.8% | -65.6% | -42.9% |
| 6M | -5.9% | +53.3% | -59.2% | -24.0% |
| YTD | +5.1% | +42.1% | -36.9% | -12.5% |
| 1Y | +51.8% | +62.3% | -10.5% | +17.3% |
| 3Y | +397.7% | +84.6% | +313.0% | +238.4% |
| All | +431.5% | +36.1% | +395.5% | +262.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 10y: compounded portfolio wealth divided by compounded ROKU 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…
10y analysis · Full analysis span regression · 6 months rolling