+84.0%
APLD vs OTIS
-14.9%
+98.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.7% |
| 7D | +4.1% | -0.7% | +4.8% | +4.0% |
| 30D | -11.7% | -2.0% | -9.7% | -11.8% |
| 3M | -40.3% | +2.6% | -42.8% | -40.7% |
| 6M | -8.0% | -20.9% | +13.0% | -12.0% |
| YTD | +7.5% | -17.1% | +24.7% | +5.7% |
| 1Y | +84.0% | -15.9% | +99.9% | +102.3% |
| All | +84.0% | -14.9% | +98.9% | +102.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 1y: compounded portfolio wealth divided by compounded OTIS 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…
1y analysis · Full analysis span regression · 6 months rolling