+459.6%
APLD vs BDX
-8.2%
+467.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.5% | -4.2% |
| 7D | +9.0% | -4.1% | +13.1% | +9.6% |
| 30D | -6.6% | +0.1% | -6.7% | -6.8% |
| 3M | -35.2% | +18.3% | -53.5% | -37.7% |
| 6M | +0.4% | +10.1% | -9.7% | -1.4% |
| YTD | +10.7% | +19.4% | -8.8% | +5.5% |
| 1Y | +78.6% | +22.3% | +56.2% | +67.8% |
| 3Y | +423.9% | -9.4% | +433.3% | +492.7% |
| All | +459.6% | -8.2% | +467.8% | +564.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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