+229.3%
APLD vs ROP
+5.1%
+224.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.2% | -5.9% |
| 7D | +2.7% | +0.7% | +2.0% | +2.6% |
| 30D | -21.4% | +28.8% | -50.2% | -26.7% |
| 3M | -47.8% | +21.1% | -68.9% | -50.6% |
| 6M | -64.9% | +52.5% | -117.4% | -71.0% |
| YTD | -34.9% | +8.9% | -43.7% | -34.1% |
| 1Y | -30.7% | +8.2% | -39.0% | -29.9% |
| 3Y | +305.3% | -5.2% | +310.5% | +341.1% |
| All | +229.3% | +5.1% | +224.1% | +156.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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