+86.2%
APLD vs SPXU
-38.2%
+124.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.7% | +5.7% | +9.6% |
| 7D | +16.6% | -1.5% | +18.0% | +14.2% |
| 30D | -3.1% | +3.7% | -6.8% | +2.0% |
| 3M | -30.9% | -9.6% | -21.3% | -36.4% |
| 6M | +12.6% | -32.4% | +45.0% | -23.0% |
| YTD | +15.5% | -28.7% | +44.1% | -12.9% |
| All | +86.2% | -38.2% | +124.5% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling