+443.7%
APLD vs UUUU
+40.9%
+402.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +0.9% | +1.3% |
| 7D | +4.1% | -1.4% | +5.4% | +4.9% |
| 30D | -11.7% | +16.3% | -28.0% | -19.8% |
| 3M | -40.3% | -16.7% | -23.6% | -34.2% |
| 6M | -8.0% | -33.7% | +25.7% | +13.5% |
| YTD | +7.5% | -0.5% | +8.0% | +4.6% |
| 1Y | +84.0% | +28.9% | +55.2% | +44.8% |
| 3Y | +356.2% | +99.9% | +256.4% | +134.2% |
| All | +443.7% | +40.9% | +402.8% | +268.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling