+103.5%
APLD vs UNP
+34.3%
+69.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.8% | +7.3% |
| 7D | +16.6% | -0.7% | +17.3% | +16.5% |
| 30D | -3.1% | -1.1% | -2.0% | -3.1% |
| 3M | -30.9% | +7.9% | -38.7% | -31.6% |
| 6M | +12.6% | +14.6% | -2.0% | +7.0% |
| YTD | +15.5% | +26.6% | -11.1% | +17.4% |
| 1Y | +103.5% | +35.6% | +68.0% | +127.9% |
| All | +103.5% | +34.3% | +69.2% | +127.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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