+459.6%
APLD vs BITO
+58.0%
+401.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.9% |
| 7D | +9.0% | +1.1% | +7.9% | +7.8% |
| 30D | -6.6% | +21.8% | -28.4% | -20.8% |
| 3M | -35.2% | +25.0% | -60.3% | -46.2% |
| 6M | +0.4% | +11.3% | -10.9% | -7.8% |
| YTD | +10.7% | -12.7% | +23.4% | +22.4% |
| 1Y | +78.6% | -32.3% | +110.9% | +139.3% |
| 3Y | +423.9% | +150.3% | +273.6% | +136.4% |
| All | +459.6% | +58.0% | +401.6% | +298.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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