-46.5%
APLD vs XLU
+0.7%
-47.2%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.4% | -7.2% | -7.0% |
| 7D | -18.5% | +2.6% | -21.2% | -19.9% |
| 30D | -32.8% | +9.1% | -41.9% | -37.3% |
| 3M | -46.9% | -0.4% | -46.5% | -46.7% |
| 6M | -53.4% | -4.7% | -48.7% | -51.8% |
| YTD | -32.3% | +4.3% | -36.5% | -39.5% |
| 1Y | -46.5% | +1.0% | -47.5% | -49.0% |
| All | -46.5% | +0.7% | -47.2% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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