-46.8%
APLD vs UPS
+23.4%
-70.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.5% | +5.1% | +6.9% |
| 7D | +3.1% | +1.1% | +1.9% | +2.9% |
| 30D | -29.4% | +17.3% | -46.7% | -32.5% |
| 3M | -42.8% | +7.9% | -50.7% | -44.0% |
| 6M | -59.5% | +13.7% | -73.2% | -61.6% |
| YTD | -31.8% | +17.2% | -49.0% | -37.5% |
| All | -46.8% | +23.4% | -70.2% | -48.0% |
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