+446.5%
APLD vs RSG
+55.3%
+391.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.8% | +7.2% |
| 7D | +16.6% | -0.7% | +17.3% | +16.2% |
| 30D | -3.1% | +3.3% | -6.4% | -1.9% |
| 3M | -30.9% | +8.5% | -39.3% | -29.6% |
| 6M | +12.6% | -3.5% | +16.1% | +16.2% |
| YTD | +15.5% | +5.5% | +10.0% | +16.7% |
| 1Y | +103.5% | -1.7% | +105.3% | +109.7% |
| 3Y | +446.5% | +56.9% | +389.6% | +538.5% |
| All | +446.5% | +55.3% | +391.3% | +538.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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