+1,683.6%
BE vs APLD
+238.5%
+1,445.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +7.5% | +4.4% | +9.7% |
| 7D | -1.2% | +3.1% | -4.3% | -1.5% |
| 30D | -30.9% | -29.4% | -1.5% | -23.3% |
| 3M | -11.6% | -42.8% | +31.2% | +3.9% |
| 6M | -25.7% | -59.5% | +33.7% | -4.4% |
| YTD | +123.1% | -31.8% | +154.9% | +155.9% |
| 1Y | +43.4% | -46.0% | +89.4% | +71.8% |
| 3Y | +1,683.6% | +252.0% | +1,431.6% | +1,301.9% |
| All | +1,683.6% | +238.5% | +1,445.2% | +1,301.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 3y: compounded portfolio wealth divided by compounded APLD 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…
3y analysis · Full analysis span regression · 6 months rolling