+403.2%
APLD vs HAL
-2.7%
+405.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.0% |
| 7D | +4.1% | +2.9% | +1.1% | +3.0% |
| 30D | -11.7% | +17.0% | -28.8% | -17.0% |
| 3M | -40.3% | -9.7% | -30.6% | -38.1% |
| 6M | -8.0% | +8.6% | -16.6% | -13.7% |
| YTD | +7.5% | +33.0% | -25.4% | -7.8% |
| 1Y | +84.0% | +68.3% | +15.7% | +39.2% |
| All | +403.2% | -2.7% | +405.9% | +352.3% |
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 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