+84.0%
APLD vs PTC
-33.3%
+117.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.0% | +7.8% | +0.2% |
| 7D | +4.1% | -10.3% | +14.3% | +1.3% |
| 30D | -11.7% | +1.1% | -12.9% | -11.2% |
| 3M | -40.3% | +1.6% | -41.9% | -37.3% |
| 6M | -8.0% | -13.5% | +5.5% | -1.0% |
| YTD | +7.5% | -19.1% | +26.6% | +21.0% |
| 1Y | +84.0% | -33.9% | +117.9% | +98.0% |
| All | +84.0% | -33.3% | +117.3% | +98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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