-41.6%
APLD vs U
+18.8%
-60.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.4% |
| 7D | -6.3% | +24.4% | -30.7% | -13.8% |
| 30D | -29.6% | +7.4% | -36.9% | -31.5% |
| 3M | -42.6% | +16.8% | -59.4% | -46.1% |
| 6M | -59.6% | +78.8% | -138.3% | -67.8% |
| YTD | -32.0% | +14.0% | -45.9% | -33.1% |
| All | -41.6% | +18.8% | -60.4% | -44.8% |
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