+220.6%
APLD vs ATI
+541.6%
-321.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +4.4% | +5.3% | +6.7% |
| 7D | -12.7% | +6.2% | -18.9% | -15.9% |
| 30D | -34.7% | -7.1% | -27.6% | -31.3% |
| 3M | -46.1% | -21.3% | -24.8% | -36.4% |
| 6M | -64.9% | +6.5% | -71.3% | -65.8% |
| YTD | -36.6% | +53.2% | -89.8% | -49.9% |
| 1Y | -50.0% | +82.7% | -132.7% | -64.2% |
| 3Y | +190.1% | +314.3% | -124.2% | +15.3% |
| All | +220.6% | +541.6% | -321.0% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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