+446.5%
APLD vs ROKU
+86.5%
+360.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.2% | +7.5% | +7.4% |
| 7D | +16.6% | -0.1% | +16.7% | +16.6% |
| 30D | -3.1% | +1.5% | -4.6% | -3.9% |
| 3M | -30.9% | +25.7% | -56.6% | -40.1% |
| 6M | +12.6% | +54.5% | -41.9% | -12.6% |
| YTD | +15.5% | +43.2% | -27.7% | -7.1% |
| 1Y | +103.5% | +56.3% | +47.2% | +53.4% |
| 3Y | +446.5% | +86.1% | +360.4% | +249.8% |
| All | +446.5% | +86.5% | +360.0% | +249.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling