+103.5%
XBI vs APLD
+423.9%
-320.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.6% | -1.3% |
| 7D | -3.6% | +9.0% | -12.6% | -4.2% |
| 30D | +0.9% | -6.6% | +7.5% | +1.2% |
| 3M | +21.4% | -35.2% | +56.7% | +24.1% |
| 6M | +25.5% | +0.4% | +25.1% | +24.0% |
| YTD | +30.8% | +10.7% | +20.2% | +27.8% |
| 1Y | +68.6% | +78.6% | -10.0% | +59.1% |
| All | +103.5% | +423.9% | -320.5% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 APLD 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