+459.6%
APLD vs XLRE
+2.9%
+456.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -2.7% |
| 7D | +9.0% | -0.7% | +9.7% | +10.1% |
| 30D | -6.6% | -2.2% | -4.4% | -3.7% |
| 3M | -35.2% | -2.6% | -32.6% | -34.3% |
| 6M | +0.4% | +2.6% | -2.2% | -5.0% |
| YTD | +10.7% | +9.3% | +1.4% | -4.0% |
| 1Y | +78.6% | +7.2% | +71.3% | +57.5% |
| 3Y | +423.9% | +31.3% | +392.6% | +238.6% |
| All | +459.6% | +2.9% | +456.7% | +503.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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