+249.5%
APLD vs BITO
+43.0%
+206.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.3% | -1.0% | -2.0% |
| 7D | +19.6% | -6.3% | +25.9% | +25.9% |
| 30D | -24.5% | -14.6% | -9.9% | -13.5% |
| 3M | -45.6% | +11.4% | -57.0% | -50.0% |
| 6M | -61.4% | -13.3% | -48.1% | -56.8% |
| YTD | -30.9% | -20.9% | -9.9% | -16.5% |
| 1Y | -35.8% | -32.1% | -3.7% | -12.4% |
| 3Y | +261.4% | +58.2% | +203.2% | +141.9% |
| All | +249.5% | +43.0% | +206.4% | +171.5% |
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