+483.7%
APLD vs XLB
+28.3%
+455.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.3% | +9.1% |
| 7D | +16.6% | -0.2% | +16.8% | +16.8% |
| 30D | -3.1% | -1.7% | -1.4% | -0.6% |
| 3M | -30.9% | +4.4% | -35.2% | -37.5% |
| 6M | +12.6% | +5.0% | +7.6% | +3.0% |
| YTD | +15.5% | +15.5% | 0.0% | -10.0% |
| 1Y | +103.5% | +14.9% | +88.6% | +56.9% |
| 3Y | +446.5% | +34.5% | +412.0% | +227.9% |
| All | +483.7% | +28.3% | +455.4% | +305.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XLB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling