-61.4%
APLD vs FCUV
-13.4%
-48.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.6% | -3.7% | -5.4% |
| 7D | +19.6% | +2.4% | +17.2% | +19.6% |
| 30D | -24.5% | -25.9% | +1.5% | -24.5% |
| 3M | -45.6% | -44.8% | -0.8% | -45.7% |
| 6M | -61.4% | -3.5% | -57.9% | -60.9% |
| All | -61.4% | -13.4% | -48.0% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 6mo: compounded portfolio wealth divided by compounded FCUV 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…
6mo analysis · Full analysis span regression · 6 months rolling