+164.4%
APLD vs URI
+136.1%
+28.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -7.1% | -7.6% | -9.1% |
| 7D | -27.0% | -12.9% | -14.1% | -18.0% |
| 30D | -44.1% | -3.4% | -40.7% | -42.0% |
| 3M | -52.6% | -10.0% | -42.5% | -48.2% |
| 6M | -64.5% | +12.2% | -76.7% | -67.6% |
| YTD | -42.2% | +29.8% | -72.0% | -54.3% |
| 1Y | -57.2% | +24.6% | -81.8% | -64.8% |
| All | +164.4% | +136.1% | +28.3% | +45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling