+443.7%
APLD vs URI
+228.2%
+215.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +0.4% |
| 7D | +4.1% | -2.0% | +6.0% | +5.8% |
| 30D | -11.7% | -12.9% | +1.2% | -1.2% |
| 3M | -40.3% | -6.7% | -33.5% | -37.2% |
| 6M | -8.0% | +19.0% | -27.0% | -22.4% |
| YTD | +7.5% | +25.5% | -18.0% | -15.0% |
| 1Y | +84.0% | +5.5% | +78.5% | +66.9% |
| 3Y | +356.2% | +111.3% | +244.9% | +121.0% |
| All | +443.7% | +228.2% | +215.5% | +23.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling