+220.6%
APLD vs UPS
-27.7%
+248.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.5% | +12.2% | +11.1% |
| 7D | -12.7% | 0.0% | -12.8% | -13.0% |
| 30D | -34.7% | +17.3% | -52.0% | -40.6% |
| 3M | -46.1% | +6.6% | -52.7% | -48.5% |
| 6M | -64.9% | +12.0% | -76.9% | -67.8% |
| YTD | -36.6% | +14.4% | -51.0% | -43.4% |
| 1Y | -50.0% | +23.3% | -73.3% | -57.8% |
| 3Y | +190.1% | -9.6% | +199.7% | +185.7% |
| All | +220.6% | -27.7% | +248.3% | +245.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling