+443.7%
APLD vs RTX
+113.9%
+329.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.4% | +2.2% |
| 7D | +4.1% | -5.2% | +9.2% | +7.6% |
| 30D | -11.7% | -9.4% | -2.3% | -6.2% |
| 3M | -40.3% | +12.3% | -52.6% | -45.7% |
| 6M | -8.0% | -3.1% | -4.8% | -7.3% |
| YTD | +7.5% | +10.7% | -3.1% | -0.2% |
| 1Y | +84.0% | +28.4% | +55.6% | +52.9% |
| 3Y | +356.2% | +147.1% | +209.2% | +112.0% |
| All | +443.7% | +113.9% | +329.8% | +198.7% |
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