+330.2%
APLD vs HAL
-8.6%
+338.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.8% | -5.2% |
| 7D | +19.6% | +2.6% | +17.0% | +18.5% |
| 30D | -24.5% | -0.1% | -24.4% | -24.3% |
| 3M | -45.6% | -1.1% | -44.5% | -45.5% |
| 6M | -61.4% | -20.7% | -40.7% | -58.1% |
| YTD | -30.9% | +17.5% | -48.4% | -38.7% |
| 1Y | -35.8% | +24.1% | -59.9% | -44.5% |
| All | +330.2% | -8.6% | +338.8% | +348.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling