+483.7%
APLD vs NUE
+71.9%
+411.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.8% | +9.1% | +8.5% |
| 7D | +16.6% | +1.8% | +14.8% | +15.0% |
| 30D | -3.1% | -6.0% | +2.8% | +0.4% |
| 3M | -30.9% | +1.4% | -32.3% | -32.3% |
| 6M | +12.6% | +52.8% | -40.2% | -15.5% |
| YTD | +15.5% | +58.1% | -42.7% | -15.2% |
| 1Y | +103.5% | +80.4% | +23.1% | +35.7% |
| 3Y | +446.5% | +62.3% | +384.2% | +267.0% |
| All | +483.7% | +71.9% | +411.8% | +186.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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