+446.5%
APLD vs XLU
+51.6%
+394.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.9% | +6.5% | +6.3% |
| 7D | +16.6% | +2.1% | +14.5% | +13.7% |
| 30D | -3.1% | -0.4% | -2.7% | -2.5% |
| 3M | -30.9% | +0.5% | -31.3% | -31.9% |
| 6M | +12.6% | -5.8% | +18.4% | +20.0% |
| YTD | +15.5% | +3.1% | +12.3% | +8.3% |
| 1Y | +103.5% | +8.1% | +95.4% | +79.5% |
| 3Y | +446.5% | +50.5% | +396.0% | +212.8% |
| All | +446.5% | +51.6% | +394.9% | +212.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling