+190.1%
APLD vs UPS
-10.2%
+200.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.5% | +12.2% | +10.6% |
| 7D | -12.7% | 0.0% | -12.8% | -12.9% |
| 30D | -34.7% | +17.3% | -52.0% | -38.7% |
| 3M | -46.1% | +6.6% | -52.7% | -47.7% |
| 6M | -64.9% | +12.0% | -76.9% | -66.8% |
| YTD | -36.6% | +14.4% | -51.0% | -41.3% |
| 1Y | -50.0% | +23.3% | -73.3% | -55.3% |
| 3Y | +190.1% | -9.6% | +199.7% | +127.7% |
| All | +190.1% | -10.2% | +200.3% | +127.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling