+330.2%
APLD vs RTX
+156.0%
+174.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.5% | -3.9% | -4.9% |
| 7D | +19.6% | +3.4% | +16.2% | +18.3% |
| 30D | -24.5% | +8.4% | -32.8% | -26.6% |
| 3M | -45.6% | -10.7% | -34.9% | -43.3% |
| 6M | -61.4% | +11.7% | -73.1% | -63.6% |
| YTD | -30.9% | +9.3% | -40.2% | -33.0% |
| 1Y | -35.8% | +13.3% | -49.1% | -38.3% |
| All | +330.2% | +156.0% | +174.2% | +272.6% |
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