+373.4%
APLD vs RTX
+147.1%
+226.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.4% | +2.0% |
| 7D | +4.1% | -5.2% | +9.2% | +6.1% |
| 30D | -11.7% | -9.4% | -2.3% | -8.6% |
| 3M | -40.3% | +12.3% | -52.6% | -43.6% |
| 6M | -8.0% | -3.1% | -4.8% | -7.8% |
| YTD | +7.5% | +10.7% | -3.1% | +3.8% |
| 1Y | +84.0% | +28.4% | +55.6% | +70.4% |
| All | +373.4% | +147.1% | +226.3% | +267.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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