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  • APLD vs USFR✓SelectedUSD · USFRAPLD vs USFR performance historyLatest closeAs of+1.78%09/04
Stock and ETF performance explorer

APLD vs USFR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+443.7%
USFR return
+20.1%
Excess return
+423.6%
Maximum drawdown
-81.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioUSFRExcessAlpha
1D+1.8%0.0%+1.8%+2.2%
7D+4.1%+0.1%+4.0%+5.3%
30D-11.7%+0.3%-12.0%-6.3%
3M-40.3%+1.0%-41.3%-26.8%
6M-8.0%+1.9%-9.9%+33.8%
YTD+7.5%+2.6%+4.9%+74.3%
1Y+84.0%+4.0%+80.0%+272.6%
3Y+356.2%+14.1%+342.1%+7,663.2%
All+443.7%+20.1%+423.6%+48,170.9%

Cumulative growth

Daily Returns

Daily percentage return beside USFR.

Daily Out/Under-Performance

Portfolio return minus USFR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × USFR 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 USFR 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