-46.8%
APLD vs XLB
+24.8%
-71.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.9% | +5.6% | +4.7% |
| 7D | +3.1% | -1.4% | +4.4% | +5.3% |
| 30D | -29.4% | +7.1% | -36.5% | -37.5% |
| 3M | -42.8% | +0.6% | -43.4% | -43.9% |
| 6M | -59.5% | +3.5% | -62.9% | -62.3% |
| YTD | -31.8% | +18.2% | -50.0% | -45.1% |
| All | -46.8% | +24.8% | -71.6% | -57.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling