+229.3%
APLD vs XRT
+28.5%
+200.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.2% | -6.3% |
| 7D | +2.7% | +1.7% | +1.0% | +0.9% |
| 30D | -21.4% | +7.5% | -28.9% | -28.9% |
| 3M | -47.8% | +2.2% | -50.0% | -50.3% |
| 6M | -64.9% | +14.7% | -79.5% | -71.1% |
| YTD | -34.9% | +7.5% | -42.4% | -41.7% |
| 1Y | -30.7% | +14.1% | -44.9% | -42.4% |
| 3Y | +305.3% | +58.8% | +246.6% | +132.1% |
| All | +229.3% | +28.5% | +200.8% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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