+220.6%
APLD vs RTX
+101.9%
+118.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.2% | +11.0% | +10.5% |
| 7D | -12.7% | -5.1% | -7.6% | -9.7% |
| 30D | -34.7% | +5.1% | -39.8% | -37.2% |
| 3M | -46.1% | -14.8% | -31.3% | -40.9% |
| 6M | -64.9% | +8.0% | -72.9% | -67.6% |
| YTD | -36.6% | +4.5% | -41.0% | -39.4% |
| 1Y | -50.0% | +9.8% | -59.8% | -53.6% |
| 3Y | +190.1% | +144.2% | +45.9% | +32.0% |
| All | +220.6% | +101.9% | +118.7% | +81.5% |
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 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