+244.7%
APLD vs RVMD
+747.0%
-502.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.1% | +3.4% | +6.2% |
| 7D | +3.1% | +6.4% | -3.3% | +1.6% |
| 30D | -29.4% | +5.5% | -34.9% | -30.2% |
| 3M | -42.8% | -2.4% | -40.3% | -42.4% |
| 6M | -59.5% | +41.1% | -100.6% | -63.4% |
| YTD | -31.8% | +151.3% | -183.1% | -49.8% |
| 1Y | -46.0% | +228.1% | -274.1% | -63.4% |
| 3Y | +252.0% | +899.8% | -647.8% | +70.8% |
| All | +244.7% | +747.0% | -502.3% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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