+229.3%
APLD vs XLU
+32.4%
+196.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.5% | -6.3% | -6.4% |
| 7D | +2.7% | +2.1% | +0.6% | +0.4% |
| 30D | -21.4% | +5.6% | -27.0% | -26.6% |
| 3M | -47.8% | +0.7% | -48.6% | -48.4% |
| 6M | -64.9% | -0.1% | -64.8% | -65.3% |
| YTD | -34.9% | +5.3% | -40.2% | -39.8% |
| 1Y | -30.7% | +2.2% | -32.9% | -33.8% |
| 3Y | +305.3% | +61.6% | +243.7% | +147.3% |
| All | +229.3% | +32.4% | +196.9% | +215.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling