+220.6%
APLD vs BTI
+100.3%
+120.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -3.5% | +13.2% | +10.9% |
| 7D | -12.7% | -1.0% | -11.7% | -12.7% |
| 30D | -34.7% | +13.0% | -47.7% | -38.7% |
| 3M | -46.1% | +5.3% | -51.5% | -48.0% |
| 6M | -64.9% | +5.3% | -70.2% | -66.9% |
| YTD | -36.6% | +12.4% | -49.0% | -42.5% |
| 1Y | -50.0% | +18.9% | -68.9% | -56.3% |
| 3Y | +190.1% | +144.0% | +46.1% | +25.7% |
| All | +220.6% | +100.3% | +120.3% | +101.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling