+483.7%
APLD vs XEL
+17.8%
+466.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.5% | +5.8% | +7.0% |
| 7D | +16.6% | +1.3% | +15.2% | +16.2% |
| 30D | -3.1% | -1.5% | -1.6% | -2.7% |
| 3M | -30.9% | -0.2% | -30.7% | -31.0% |
| 6M | +12.6% | -5.4% | +18.0% | +13.7% |
| YTD | +15.5% | +5.6% | +9.8% | +13.1% |
| 1Y | +103.5% | +10.5% | +93.1% | +95.8% |
| 3Y | +446.5% | +49.2% | +397.3% | +370.7% |
| All | +483.7% | +17.8% | +466.0% | +544.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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