+443.7%
APLD vs XRT
+23.3%
+420.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +0.6% |
| 7D | +4.1% | +0.8% | +3.3% | +3.1% |
| 30D | -11.7% | -4.2% | -7.5% | -7.6% |
| 3M | -40.3% | +5.1% | -45.4% | -44.7% |
| 6M | -8.0% | +2.4% | -10.4% | -11.5% |
| YTD | +7.5% | +3.2% | +4.3% | +2.9% |
| 1Y | +84.0% | +1.5% | +82.5% | +76.8% |
| 3Y | +356.2% | +40.6% | +315.7% | +209.2% |
| All | +443.7% | +23.3% | +420.4% | +244.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling