+229.3%
APLD vs BB
+32.6%
+196.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.4% | -3.4% | -4.6% |
| 7D | +2.7% | +1.8% | +0.9% | +2.1% |
| 30D | -21.4% | +8.1% | -29.6% | -23.8% |
| 3M | -47.8% | -1.0% | -46.8% | -47.7% |
| 6M | -64.9% | +45.9% | -110.8% | -72.2% |
| YTD | -34.9% | +134.8% | -169.7% | -60.6% |
| 1Y | -30.7% | +104.6% | -135.3% | -55.6% |
| 3Y | +305.3% | +152.8% | +152.5% | +105.1% |
| All | +229.3% | +32.6% | +196.6% | +145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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