+249.5%
APLD vs ATI
+594.0%
-344.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.4% | -6.8% | -6.3% |
| 7D | +19.6% | +13.0% | +6.7% | +10.3% |
| 30D | -24.5% | +0.2% | -24.6% | -24.4% |
| 3M | -45.6% | -17.5% | -28.1% | -37.8% |
| 6M | -61.4% | +18.1% | -79.5% | -65.0% |
| YTD | -30.9% | +65.7% | -96.6% | -48.2% |
| 1Y | -35.8% | +91.9% | -127.7% | -55.7% |
| 3Y | +261.4% | +335.2% | -73.8% | +39.0% |
| All | +249.5% | +594.0% | -344.5% | -20.8% |
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