+483.7%
APLD vs RVMD
+777.4%
-293.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.3% | +8.6% | +7.7% |
| 7D | +16.6% | -1.2% | +17.8% | +16.9% |
| 30D | -3.1% | +1.1% | -4.2% | -3.5% |
| 3M | -30.9% | +39.6% | -70.5% | -37.5% |
| 6M | +12.6% | +110.7% | -98.1% | -11.6% |
| YTD | +15.5% | +160.3% | -144.8% | -16.1% |
| 1Y | +103.5% | +404.9% | -301.4% | +19.5% |
| 3Y | +446.5% | +545.5% | -98.9% | +185.9% |
| All | +483.7% | +777.4% | -293.6% | +115.5% |
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