+42.4%
XLK vs APLD
+83.8%
-41.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +0.6% |
| 7D | +2.3% | +9.0% | -6.6% | +1.1% |
| 30D | +0.8% | -6.6% | +7.4% | +1.5% |
| 3M | +4.1% | -35.2% | +39.3% | +8.8% |
| 6M | +34.8% | +0.4% | +34.3% | +32.2% |
| YTD | +30.8% | +10.7% | +20.1% | +26.2% |
| 1Y | +42.4% | +78.6% | -36.2% | +30.4% |
| All | +42.4% | +83.8% | -41.4% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling