+49.5%
RSP vs APLD
+201.5%
-152.0%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -14.7% | +11.8% | -2.4% |
| 7D | -1.4% | -27.0% | +25.6% | -0.5% |
| 30D | +2.1% | -44.1% | +46.2% | +3.9% |
| 3M | -0.9% | -52.6% | +51.6% | +1.2% |
| 6M | +7.5% | -64.5% | +72.0% | +10.5% |
| YTD | +14.6% | -42.2% | +56.8% | +15.0% |
| 1Y | +17.6% | -57.2% | +74.8% | +18.9% |
| 3Y | +60.8% | +159.5% | -98.7% | +45.0% |
| All | +49.5% | +201.5% | -152.0% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 APLD 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