+244.7%
APLD vs BHP
+52.7%
+192.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.7% | +3.8% | +3.7% |
| 7D | +3.1% | +3.5% | -0.4% | -0.5% |
| 30D | -29.4% | -4.5% | -24.9% | -25.7% |
| 3M | -42.8% | -6.4% | -36.4% | -38.6% |
| 6M | -59.5% | -0.1% | -59.4% | -58.7% |
| YTD | -31.8% | +43.0% | -74.8% | -49.9% |
| 1Y | -46.0% | +56.5% | -102.5% | -63.7% |
| 3Y | +252.0% | +62.0% | +190.0% | +127.8% |
| All | +244.7% | +52.7% | +192.0% | +143.9% |
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