+443.7%
APLD vs BHP
+66.6%
+377.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.1% |
| 7D | +4.1% | -2.9% | +7.0% | +7.2% |
| 30D | -11.7% | +3.4% | -15.1% | -15.0% |
| 3M | -40.3% | +4.1% | -44.3% | -42.5% |
| 6M | -8.0% | +20.6% | -28.5% | -21.9% |
| YTD | +7.5% | +56.1% | -48.5% | -28.2% |
| 1Y | +84.0% | +69.6% | +14.4% | +12.4% |
| 3Y | +356.2% | +78.8% | +277.4% | +167.0% |
| All | +443.7% | +66.6% | +377.1% | +249.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling