+84.0%
APLD vs U
+6.4%
+77.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.1% |
| 7D | +4.1% | -3.8% | +7.9% | +5.3% |
| 30D | -11.7% | +17.5% | -29.2% | -16.7% |
| 3M | -40.3% | +38.7% | -79.0% | -46.5% |
| 6M | -8.0% | +104.4% | -112.4% | -27.9% |
| YTD | +7.5% | -5.7% | +13.2% | +6.0% |
| 1Y | +84.0% | +3.7% | +80.3% | +76.2% |
| All | +84.0% | +6.4% | +77.6% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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