-46.9%
APLD vs URI
+30.2%
-77.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.8% | +1.4% |
| 7D | -6.3% | -6.0% | -0.4% | -1.3% |
| 30D | -29.6% | +4.6% | -34.2% | -31.1% |
| 3M | -42.6% | -2.7% | -39.9% | -41.0% |
| 6M | -59.6% | +18.4% | -77.9% | -64.3% |
| YTD | -32.0% | +37.4% | -69.3% | -52.8% |
| 1Y | -46.9% | +30.4% | -77.3% | -60.0% |
| All | -46.9% | +30.2% | -77.1% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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