+459.6%
APLD vs BKR
+90.9%
+368.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.8% |
| 7D | +9.0% | -1.5% | +10.5% | +10.2% |
| 30D | -6.6% | -0.7% | -5.9% | -6.2% |
| 3M | -35.2% | +0.5% | -35.8% | -36.0% |
| 6M | +0.4% | +6.6% | -6.2% | -7.1% |
| YTD | +10.7% | +41.3% | -30.6% | -19.1% |
| 1Y | +78.6% | +42.2% | +36.3% | +26.9% |
| 3Y | +423.9% | +83.4% | +340.5% | +195.8% |
| All | +459.6% | +90.9% | +368.7% | +264.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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