+16.1%
XBI vs APLD
-55.6%
+71.8%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.4% | -6.6% | -0.2% |
| 7D | -1.8% | +7.8% | -9.6% | -2.9% |
| 30D | +3.2% | -23.0% | +26.2% | +5.3% |
| 3M | -1.1% | -39.7% | +38.6% | +3.0% |
| 6M | +16.1% | -59.8% | +75.9% | +24.6% |
| All | +16.1% | -55.6% | +71.8% | +24.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling