+244.7%
APLD vs FHN
+19.3%
+225.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.1% | +5.4% | +6.4% |
| 7D | +3.1% | -0.5% | +3.5% | +3.5% |
| 30D | -29.4% | +1.9% | -31.3% | -30.2% |
| 3M | -42.8% | -6.9% | -35.8% | -40.6% |
| 6M | -59.5% | -3.1% | -56.4% | -59.1% |
| YTD | -31.8% | +0.6% | -32.4% | -32.5% |
| 1Y | -46.0% | +12.4% | -58.4% | -49.7% |
| 3Y | +252.0% | +133.7% | +118.3% | +128.9% |
| All | +244.7% | +19.3% | +225.4% | +178.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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