+244.7%
APLD vs BUD
+57.5%
+187.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +7.0% |
| 7D | +3.1% | +1.3% | +1.7% | +2.1% |
| 30D | -29.4% | +10.0% | -39.4% | -33.2% |
| 3M | -42.8% | +1.6% | -44.4% | -43.9% |
| 6M | -59.5% | +6.5% | -66.0% | -61.4% |
| YTD | -31.8% | +34.8% | -66.7% | -42.2% |
| 1Y | -46.0% | +36.5% | -82.5% | -54.9% |
| 3Y | +252.0% | +49.0% | +203.0% | +173.7% |
| All | +244.7% | +57.5% | +187.3% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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