+269.3%
APLD vs RTX
+114.5%
+154.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.9% | +7.1% |
| 7D | +7.8% | +1.4% | +6.4% | +7.2% |
| 30D | -23.0% | +7.8% | -30.8% | -26.8% |
| 3M | -39.7% | -9.8% | -29.9% | -36.0% |
| 6M | -59.8% | +13.5% | -73.4% | -64.0% |
| YTD | -27.0% | +10.9% | -37.9% | -32.6% |
| 1Y | -37.3% | +14.0% | -51.3% | -43.1% |
| 3Y | +281.9% | +159.9% | +122.0% | +67.3% |
| All | +269.3% | +114.5% | +154.8% | +101.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling