+82.3%
XBI vs APLD
+461.1%
-378.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.5% |
| 7D | +0.9% | +4.1% | -3.2% | +0.6% |
| 30D | +7.1% | -11.7% | +18.8% | +7.7% |
| 3M | +22.9% | -40.3% | +63.2% | +26.0% |
| 6M | +29.7% | -8.0% | +37.7% | +28.9% |
| YTD | +34.5% | +7.5% | +26.9% | +31.7% |
| 1Y | +76.1% | +84.0% | -8.0% | +66.2% |
| 3Y | +103.2% | +356.2% | -253.0% | +68.7% |
| All | +82.3% | +461.1% | -378.7% | +30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling