+305.3%
APLD vs XHB
+35.8%
+269.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.7% | -6.5% | -6.4% |
| 7D | +2.7% | -0.2% | +2.9% | +3.0% |
| 30D | -21.4% | +9.9% | -31.4% | -28.3% |
| 3M | -47.8% | -6.3% | -41.6% | -45.5% |
| 6M | -64.9% | +3.8% | -68.7% | -66.4% |
| YTD | -34.9% | +0.1% | -35.0% | -35.3% |
| 1Y | -30.7% | -0.8% | -29.9% | -31.2% |
| 3Y | +305.3% | +35.6% | +269.7% | +115.9% |
| All | +305.3% | +35.8% | +269.5% | +115.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling