+84.0%
APLD vs UPS
+27.3%
+56.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +2.9% | +2.1% |
| 7D | +4.1% | -2.9% | +7.0% | +4.8% |
| 30D | -11.7% | -3.5% | -8.2% | -11.0% |
| 3M | -40.3% | -5.7% | -34.6% | -40.1% |
| 6M | -8.0% | -4.4% | -3.6% | -12.8% |
| YTD | +7.5% | +8.0% | -0.5% | +6.1% |
| 1Y | +84.0% | +29.0% | +55.0% | +116.8% |
| All | +84.0% | +27.3% | +56.7% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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