+459.6%
APLD vs ROKU
+35.0%
+424.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.6% | -3.4% |
| 7D | +9.0% | -3.0% | +12.0% | +10.6% |
| 30D | -6.6% | +0.7% | -7.3% | -6.9% |
| 3M | -35.2% | +26.5% | -61.7% | -43.0% |
| 6M | +0.4% | +52.6% | -52.2% | -18.8% |
| YTD | +10.7% | +40.9% | -30.2% | -7.5% |
| 1Y | +78.6% | +57.6% | +20.9% | +39.7% |
| 3Y | +423.9% | +83.2% | +340.8% | +257.7% |
| All | +459.6% | +35.0% | +424.6% | +283.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling