+403.2%
APLD vs BTI
+114.2%
+289.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.9% |
| 7D | +4.1% | -1.4% | +5.5% | +4.2% |
| 30D | -11.7% | -6.6% | -5.1% | -10.9% |
| 3M | -40.3% | -3.0% | -37.3% | -41.1% |
| 6M | -8.0% | -6.7% | -1.3% | -8.1% |
| YTD | +7.5% | +0.6% | +7.0% | +5.8% |
| 1Y | +84.0% | +5.6% | +78.4% | +79.8% |
| All | +403.2% | +114.2% | +289.0% | +269.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling