+220.6%
APLD vs OTIS
+13.3%
+207.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.7% | +10.4% | +10.2% |
| 7D | -12.7% | +4.2% | -17.0% | -16.0% |
| 30D | -34.7% | +20.1% | -54.8% | -44.8% |
| 3M | -46.1% | +7.6% | -53.7% | -50.2% |
| 6M | -64.9% | +4.2% | -69.0% | -67.1% |
| YTD | -36.6% | -8.1% | -28.5% | -34.1% |
| 1Y | -50.0% | -11.5% | -38.5% | -46.4% |
| 3Y | +190.1% | +3.8% | +186.3% | +105.2% |
| All | +220.6% | +13.3% | +207.3% | +70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling