+459.6%
APLD vs XLU
+28.1%
+431.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -3.0% | -2.8% |
| 7D | +9.0% | +0.6% | +8.3% | +8.3% |
| 30D | -6.6% | -0.4% | -6.2% | -5.9% |
| 3M | -35.2% | -1.7% | -33.5% | -34.4% |
| 6M | +0.4% | -7.1% | +7.5% | +8.2% |
| YTD | +10.7% | +1.9% | +8.7% | +6.7% |
| 1Y | +78.6% | +6.1% | +72.4% | +64.7% |
| 3Y | +423.9% | +48.8% | +375.2% | +248.9% |
| All | +459.6% | +28.1% | +431.5% | +459.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling