+714.1%
APLD vs BAM
+86.2%
+627.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.9% | +8.8% | +8.9% |
| 7D | -12.7% | +9.7% | -22.4% | -21.1% |
| 30D | -34.7% | +19.0% | -53.7% | -45.7% |
| 3M | -46.1% | +0.6% | -46.7% | -47.4% |
| 6M | -64.9% | +11.1% | -75.9% | -69.0% |
| YTD | -36.6% | +4.2% | -40.8% | -40.5% |
| 1Y | -50.0% | +3.3% | -53.3% | -52.3% |
| 3Y | +190.1% | +88.8% | +101.4% | +75.1% |
| All | +714.1% | +86.2% | +627.9% | +403.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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