+252.0%
APLD vs SPXU
-80.6%
+332.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -7.0% | +14.5% | +0.5% |
| 7D | +3.1% | -1.5% | +4.6% | +3.9% |
| 30D | -29.4% | +9.7% | -39.0% | -19.0% |
| 3M | -42.8% | +8.4% | -51.2% | -34.2% |
| 6M | -59.5% | -5.7% | -53.7% | -56.9% |
| YTD | -31.8% | -25.4% | -6.4% | -37.1% |
| 1Y | -46.0% | -28.9% | -17.1% | -51.0% |
| 3Y | +252.0% | -81.2% | +333.2% | +55.3% |
| All | +252.0% | -80.6% | +332.6% | +55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling