+269.3%
APLD vs U
-44.8%
+314.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.4% | +8.7% | +7.9% |
| 7D | +7.8% | +16.9% | -9.1% | -0.1% |
| 30D | -23.0% | +6.4% | -29.3% | -25.8% |
| 3M | -39.7% | +13.2% | -52.9% | -43.7% |
| 6M | -59.8% | +84.8% | -144.6% | -69.6% |
| YTD | -27.0% | +12.4% | -39.4% | -36.0% |
| 1Y | -37.3% | +19.8% | -57.1% | -46.0% |
| 3Y | +281.9% | +83.8% | +198.1% | +151.9% |
| All | +269.3% | -44.8% | +314.1% | +125.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling