+483.7%
APLD vs HAL
+0.7%
+483.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.1% | +7.7% |
| 7D | +16.6% | +0.5% | +16.1% | +16.2% |
| 30D | -3.1% | +15.9% | -19.0% | -10.6% |
| 3M | -30.9% | -8.7% | -22.1% | -28.4% |
| 6M | +12.6% | +9.0% | +3.6% | +3.6% |
| YTD | +15.5% | +32.0% | -16.6% | -4.5% |
| 1Y | +103.5% | +72.5% | +31.1% | +40.5% |
| 3Y | +446.5% | -4.5% | +451.1% | +426.1% |
| All | +483.7% | +0.7% | +483.0% | +581.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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