+243.9%
APLD vs OTIS
+12.1%
+231.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.3% |
| 7D | -6.3% | +1.7% | -8.1% | -7.8% |
| 30D | -29.6% | +18.5% | -48.0% | -39.9% |
| 3M | -42.6% | +7.9% | -50.5% | -47.2% |
| 6M | -59.6% | +5.7% | -65.3% | -62.7% |
| YTD | -32.0% | -9.1% | -22.9% | -28.7% |
| 1Y | -46.9% | -11.6% | -35.4% | -43.3% |
| 3Y | +255.7% | +0.6% | +255.1% | +163.9% |
| All | +243.9% | +12.1% | +231.8% | +84.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling