+84.0%
APLD vs BBWI
-34.3%
+118.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.1% | +1.0% |
| 7D | +4.1% | +1.5% | +2.6% | +3.7% |
| 30D | -11.7% | -5.2% | -6.5% | -10.7% |
| 3M | -40.3% | +11.1% | -51.4% | -43.1% |
| 6M | -8.0% | -13.4% | +5.4% | -4.7% |
| YTD | +7.5% | +0.1% | +7.4% | +5.5% |
| 1Y | +84.0% | -36.1% | +120.1% | +111.2% |
| All | +84.0% | -34.3% | +118.3% | +111.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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