+373.4%
APLD vs USB
+95.2%
+278.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.0% | +2.0% |
| 7D | +4.1% | +1.4% | +2.6% | +3.0% |
| 30D | -11.7% | -1.3% | -10.4% | -10.9% |
| 3M | -40.3% | +15.2% | -55.5% | -46.7% |
| 6M | -8.0% | +18.8% | -26.8% | -19.8% |
| YTD | +7.5% | +21.0% | -13.5% | -7.7% |
| 1Y | +84.0% | +34.0% | +50.0% | +44.3% |
| All | +373.4% | +95.2% | +278.3% | +163.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling