+220.6%
APLD vs URI
+243.1%
-22.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.1% | +8.6% | +8.8% |
| 7D | -12.7% | -9.8% | -2.9% | -4.2% |
| 30D | -34.7% | +1.7% | -36.4% | -35.1% |
| 3M | -46.1% | -9.1% | -37.1% | -41.4% |
| 6M | -64.9% | +9.9% | -74.7% | -67.8% |
| YTD | -36.6% | +31.2% | -67.8% | -51.3% |
| 1Y | -50.0% | +25.9% | -75.9% | -60.0% |
| 3Y | +190.1% | +147.4% | +42.7% | +22.6% |
| All | +220.6% | +243.1% | -22.5% | -29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling