+444.7%
APLD vs RSG
+75.4%
+369.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +2.3% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | -15.2% | +4.0% | -19.1% | -16.0% |
| 3M | -36.3% | +7.4% | -43.7% | -38.4% |
| 6M | -7.4% | +0.1% | -7.5% | -8.2% |
| YTD | +7.7% | +6.0% | +1.7% | +2.6% |
| 1Y | +53.8% | -3.0% | +56.8% | +54.3% |
| 3Y | +407.1% | +56.5% | +350.6% | +220.2% |
| All | +444.7% | +75.4% | +369.3% | +156.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling