+483.7%
APLD vs BTI
+78.6%
+405.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.7% | +7.5% |
| 7D | +16.6% | -1.4% | +17.9% | +17.3% |
| 30D | -3.1% | -7.0% | +3.9% | +0.1% |
| 3M | -30.9% | -6.3% | -24.5% | -30.4% |
| 6M | +12.6% | -2.0% | +14.6% | +10.0% |
| YTD | +15.5% | +0.2% | +15.3% | +11.3% |
| 1Y | +103.5% | +3.8% | +99.7% | +90.9% |
| 3Y | +446.5% | +112.1% | +334.5% | +159.8% |
| All | +483.7% | +78.6% | +405.1% | +290.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling