-50.0%
APLD vs USB
+31.9%
-81.9%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.5% | +10.2% | +10.0% |
| 7D | -12.7% | 0.0% | -12.7% | -12.7% |
| 30D | -34.7% | +5.8% | -40.5% | -37.2% |
| 3M | -46.1% | -6.0% | -40.2% | -44.0% |
| 6M | -64.9% | +7.8% | -72.6% | -67.1% |
| YTD | -36.6% | +14.6% | -51.2% | -45.0% |
| 1Y | -50.0% | +31.8% | -81.7% | -61.8% |
| All | -50.0% | +31.9% | -81.9% | -61.8% |
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