+80.2%
XBI vs APLD
+502.3%
-422.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +7.4% | -8.5% | -1.6% |
| 7D | -0.9% | +16.6% | -17.4% | -1.8% |
| 30D | +2.9% | -3.1% | +6.0% | +3.0% |
| 3M | +26.2% | -30.9% | +57.1% | +28.3% |
| 6M | +30.7% | +12.6% | +18.1% | +28.5% |
| YTD | +32.9% | +15.5% | +17.5% | +29.7% |
| 1Y | +72.3% | +103.5% | -31.3% | +61.7% |
| 3Y | +107.2% | +446.5% | -339.3% | +70.3% |
| All | +80.2% | +502.3% | -422.1% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling