+84.0%
APLD vs USB
+35.1%
+48.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.0% | +1.9% |
| 7D | +4.1% | +1.4% | +2.6% | +3.4% |
| 30D | -11.7% | -1.3% | -10.4% | -11.2% |
| 3M | -40.3% | +15.2% | -55.5% | -43.8% |
| 6M | -8.0% | +18.8% | -26.8% | -16.2% |
| YTD | +7.5% | +21.0% | -13.5% | +1.4% |
| 1Y | +84.0% | +34.0% | +50.0% | +77.5% |
| All | +84.0% | +35.1% | +48.9% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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