+444.7%
APLD vs DHI
+101.8%
+343.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.7% |
| 7D | +0.2% | -3.4% | +3.6% | +1.6% |
| 30D | -15.2% | -5.4% | -9.7% | -13.3% |
| 3M | -36.3% | -10.4% | -25.8% | -33.8% |
| 6M | -7.4% | -2.8% | -4.6% | -6.6% |
| YTD | +7.7% | -3.4% | +11.2% | +8.2% |
| 1Y | +53.8% | -22.9% | +76.7% | +67.7% |
| 3Y | +407.1% | +20.7% | +386.4% | +286.7% |
| All | +444.7% | +101.8% | +343.0% | +185.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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