+459.6%
APLD vs BTI
+75.9%
+383.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.6% | -3.4% |
| 7D | +9.0% | -2.4% | +11.4% | +10.2% |
| 30D | -6.6% | -4.8% | -1.8% | -4.7% |
| 3M | -35.2% | -8.1% | -27.1% | -34.1% |
| 6M | +0.4% | -4.2% | +4.6% | -0.7% |
| YTD | +10.7% | -1.3% | +12.0% | +7.5% |
| 1Y | +78.6% | +2.1% | +76.4% | +68.8% |
| 3Y | +423.9% | +108.9% | +315.0% | +150.9% |
| All | +459.6% | +75.9% | +383.7% | +276.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling