+190.1%
APLD vs BHP
+50.5%
+139.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.7% | +8.1% | +7.9% |
| 7D | -12.7% | +0.9% | -13.6% | -13.8% |
| 30D | -34.7% | -6.3% | -28.4% | -29.8% |
| 3M | -46.1% | -7.1% | -39.0% | -41.5% |
| 6M | -64.9% | -3.2% | -61.7% | -63.0% |
| YTD | -36.6% | +37.9% | -74.5% | -52.0% |
| 1Y | -50.0% | +49.7% | -99.7% | -65.1% |
| 3Y | +190.1% | +51.7% | +138.4% | +95.8% |
| All | +190.1% | +50.5% | +139.6% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 3y: compounded portfolio wealth divided by compounded BHP 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…
3y analysis · Full analysis span regression · 6 months rolling