+255.7%
APLD vs BUD
+51.6%
+204.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.5% |
| 7D | -6.3% | +6.0% | -12.4% | -7.9% |
| 30D | -29.6% | +11.3% | -40.8% | -32.5% |
| 3M | -42.6% | +3.6% | -46.2% | -43.5% |
| 6M | -59.6% | +7.7% | -67.3% | -61.1% |
| YTD | -32.0% | +36.4% | -68.3% | -39.9% |
| 1Y | -46.9% | +37.8% | -84.8% | -53.5% |
| 3Y | +255.7% | +51.2% | +204.4% | +171.2% |
| All | +255.7% | +51.6% | +204.0% | +171.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling