+305.3%
APLD vs BTI
+149.4%
+155.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.4% | -7.2% | -5.7% |
| 7D | +2.7% | +1.6% | +1.1% | +2.8% |
| 30D | -21.4% | +9.2% | -30.7% | -21.6% |
| 3M | -47.8% | +9.6% | -57.5% | -48.0% |
| 6M | -64.9% | -2.4% | -62.4% | -64.1% |
| YTD | -34.9% | +14.2% | -49.1% | -36.3% |
| 1Y | -30.7% | +20.3% | -51.0% | -32.8% |
| 3Y | +305.3% | +147.4% | +157.9% | +180.9% |
| All | +305.3% | +149.4% | +155.9% | +180.9% |
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