+459.6%
APLD vs UUUU
+41.7%
+417.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.7% | -3.9% |
| 7D | +9.0% | +1.8% | +7.1% | +7.9% |
| 30D | -6.6% | +1.8% | -8.4% | -8.1% |
| 3M | -35.2% | +1.3% | -36.5% | -35.7% |
| 6M | +0.4% | -26.8% | +27.2% | +17.3% |
| YTD | +10.7% | +0.1% | +10.6% | +7.4% |
| 1Y | +78.6% | +11.2% | +67.3% | +52.5% |
| 3Y | +423.9% | +97.7% | +326.2% | +172.3% |
| All | +459.6% | +41.7% | +417.9% | +278.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling