+229.3%
APLD vs HAL
-7.5%
+236.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.1% | -8.9% | -7.3% |
| 7D | +2.7% | +6.1% | -3.4% | -0.3% |
| 30D | -21.4% | +2.9% | -24.3% | -22.5% |
| 3M | -47.8% | +3.3% | -51.2% | -49.1% |
| 6M | -64.9% | -16.9% | -48.0% | -62.2% |
| YTD | -34.9% | +21.2% | -56.1% | -43.9% |
| 1Y | -30.7% | +27.5% | -58.3% | -42.1% |
| 3Y | +305.3% | -6.4% | +311.8% | +293.3% |
| All | +229.3% | -7.5% | +236.8% | +300.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling