+242.5%
APLD vs USB
+49.0%
+193.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.9% | -8.6% | -8.1% |
| 7D | -18.5% | +2.4% | -20.9% | -20.2% |
| 30D | -32.8% | +6.6% | -39.3% | -36.3% |
| 3M | -46.9% | -4.1% | -42.8% | -45.7% |
| 6M | -53.4% | +12.5% | -65.9% | -58.1% |
| YTD | -32.3% | +17.6% | -49.9% | -41.1% |
| 1Y | -46.5% | +36.5% | -83.0% | -58.6% |
| 3Y | +204.2% | +95.4% | +108.8% | +72.9% |
| All | +242.5% | +49.0% | +193.5% | +217.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling