+220.6%
APLD vs BUD
+55.4%
+165.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.5% | +11.2% | +10.3% |
| 7D | -12.7% | +4.5% | -17.2% | -15.0% |
| 30D | -34.7% | +12.5% | -47.2% | -39.0% |
| 3M | -46.1% | 0.0% | -46.1% | -46.8% |
| 6M | -64.9% | +3.8% | -68.6% | -66.1% |
| YTD | -36.6% | +33.1% | -69.6% | -46.0% |
| 1Y | -50.0% | +35.5% | -85.5% | -58.2% |
| 3Y | +190.1% | +49.4% | +140.7% | +124.2% |
| All | +220.6% | +55.4% | +165.3% | +128.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling