-8.0%
APLD vs HAL
+6.6%
-14.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.6% |
| 7D | +4.1% | +2.9% | +1.1% | +4.9% |
| 30D | -11.7% | +17.0% | -28.8% | -7.8% |
| 3M | -40.3% | -9.7% | -30.6% | -42.6% |
| 6M | -8.0% | +8.6% | -16.6% | -15.9% |
| All | -8.0% | +6.6% | -14.5% | -15.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling