+229.3%
APLD vs RTX
+111.6%
+117.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.1% | -5.9% | -5.8% |
| 7D | +2.7% | +4.8% | -2.1% | 0.0% |
| 30D | -21.4% | +6.5% | -27.9% | -24.7% |
| 3M | -47.8% | -9.6% | -38.2% | -44.7% |
| 6M | -64.9% | +12.3% | -77.2% | -68.4% |
| YTD | -34.9% | +9.5% | -44.3% | -39.4% |
| 1Y | -30.7% | +15.8% | -46.6% | -37.9% |
| 3Y | +305.3% | +157.0% | +148.3% | +78.6% |
| All | +229.3% | +111.6% | +117.7% | +81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling