+249.5%
APLD vs XLB
+29.9%
+219.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.3% | -4.1% | -3.0% |
| 7D | +19.6% | 0.0% | +19.6% | +19.8% |
| 30D | -24.5% | +5.3% | -29.7% | -31.9% |
| 3M | -45.6% | 0.0% | -45.6% | -46.3% |
| 6M | -61.4% | +1.2% | -62.6% | -63.0% |
| YTD | -30.9% | +16.9% | -47.8% | -47.8% |
| 1Y | -35.8% | +20.9% | -56.7% | -54.7% |
| 3Y | +261.4% | +43.3% | +218.1% | +88.7% |
| All | +249.5% | +29.9% | +219.6% | +135.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling