+431.5%
APLD vs XLU
+26.9%
+404.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.0% | -4.0% | -3.9% |
| 7D | -0.5% | -1.2% | +0.7% | +1.0% |
| 30D | -13.2% | -2.5% | -10.6% | -10.4% |
| 3M | -33.8% | -2.7% | -31.0% | -32.0% |
| 6M | -5.9% | -7.5% | +1.5% | +1.8% |
| YTD | +5.1% | +0.9% | +4.2% | +2.6% |
| 1Y | +51.8% | +3.3% | +48.5% | +44.3% |
| 3Y | +397.7% | +47.3% | +350.4% | +235.3% |
| All | +431.5% | +26.9% | +404.7% | +437.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling