-50.0%
APLD vs HAL
+18.9%
-68.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.3% | +10.0% | +9.8% |
| 7D | -12.7% | -12.0% | -0.7% | -10.5% |
| 30D | -34.7% | +0.3% | -35.0% | -34.4% |
| 3M | -46.1% | -1.6% | -44.5% | -46.0% |
| 6M | -64.9% | -20.5% | -44.4% | -62.8% |
| YTD | -36.6% | +14.2% | -50.8% | -53.8% |
| 1Y | -50.0% | +18.9% | -68.8% | -65.3% |
| All | -50.0% | +18.9% | -68.8% | -65.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling