+443.7%
APLD vs OTIS
+2.2%
+441.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.1% |
| 7D | +4.1% | -0.7% | +4.8% | +4.8% |
| 30D | -11.7% | -2.0% | -9.7% | -10.4% |
| 3M | -40.3% | +2.6% | -42.8% | -42.9% |
| 6M | -8.0% | -20.9% | +13.0% | +12.8% |
| YTD | +7.5% | -17.1% | +24.7% | +24.0% |
| 1Y | +84.0% | -15.9% | +99.9% | +106.0% |
| 3Y | +356.2% | -12.7% | +369.0% | +308.8% |
| All | +443.7% | +2.2% | +441.5% | +220.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling