+431.5%
APLD vs BNY
+289.7%
+141.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.1% | -5.1% |
| 7D | -0.5% | -1.1% | +0.6% | +0.6% |
| 30D | -13.2% | +1.4% | -14.6% | -14.7% |
| 3M | -33.8% | +16.8% | -50.6% | -44.4% |
| 6M | -5.9% | +42.0% | -47.9% | -35.8% |
| YTD | +5.1% | +41.9% | -36.8% | -28.9% |
| 1Y | +51.8% | +59.2% | -7.4% | -9.5% |
| 3Y | +397.7% | +290.9% | +106.8% | +14.9% |
| All | +431.5% | +289.7% | +141.9% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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