+431.5%
APLD vs XHB
+63.1%
+368.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.3% | -2.7% | -2.8% |
| 7D | -0.5% | -5.2% | +4.7% | +4.6% |
| 30D | -13.2% | -12.1% | -1.0% | -2.1% |
| 3M | -33.8% | -6.2% | -27.5% | -30.4% |
| 6M | -5.9% | -6.7% | +0.8% | +0.8% |
| YTD | +5.1% | -5.5% | +10.6% | +11.3% |
| 1Y | +51.8% | -15.6% | +67.5% | +75.9% |
| 3Y | +397.7% | +22.0% | +375.7% | +272.6% |
| All | +431.5% | +63.1% | +368.4% | +185.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded XHB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling