+443.7%
APLD vs ROL
+7.6%
+436.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.6% |
| 7D | +4.1% | -1.4% | +5.5% | +4.5% |
| 30D | -11.7% | -4.1% | -7.6% | -10.7% |
| 3M | -40.3% | -22.5% | -17.8% | -35.3% |
| 6M | -8.0% | -37.7% | +29.7% | +8.7% |
| YTD | +7.5% | -39.6% | +47.1% | +27.1% |
| 1Y | +84.0% | -36.0% | +120.0% | +108.0% |
| 3Y | +356.2% | -5.1% | +361.4% | +285.2% |
| All | +443.7% | +7.6% | +436.1% | +248.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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