+443.7%
APLD vs XLU
+28.5%
+415.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.6% |
| 7D | +4.1% | +0.8% | +3.2% | +3.1% |
| 30D | -11.7% | -1.3% | -10.4% | -10.3% |
| 3M | -40.3% | -1.3% | -38.9% | -40.0% |
| 6M | -8.0% | -7.6% | -0.3% | -0.1% |
| YTD | +7.5% | +2.3% | +5.3% | +3.2% |
| 1Y | +84.0% | +5.8% | +78.2% | +70.3% |
| 3Y | +356.2% | +50.5% | +305.7% | +199.6% |
| All | +443.7% | +28.5% | +415.2% | +441.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling