+443.7%
APLD vs RRX
+24.9%
+418.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +4.1% | +3.4% | +0.6% | +1.7% |
| 30D | -11.7% | -11.1% | -0.6% | -4.1% |
| 3M | -40.3% | -23.7% | -16.5% | -28.2% |
| 6M | -8.0% | -22.0% | +14.0% | +9.2% |
| YTD | +7.5% | +16.5% | -8.9% | -4.5% |
| 1Y | +84.0% | +11.5% | +72.5% | +65.1% |
| 3Y | +356.2% | +1.5% | +354.7% | +343.7% |
| All | +443.7% | +24.9% | +418.8% | +173.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 all: compounded portfolio wealth divided by compounded RRX 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…
all analysis · Full analysis span regression · 6 months rolling