+84.0%
APLD vs HALO
+47.3%
+36.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +4.1% | +4.6% | -0.5% | +3.4% |
| 30D | -11.7% | +31.8% | -43.5% | -15.9% |
| 3M | -40.3% | +53.9% | -94.2% | -45.6% |
| 6M | -8.0% | +57.4% | -65.3% | -18.5% |
| YTD | +7.5% | +63.7% | -56.2% | -1.7% |
| 1Y | +84.0% | +50.1% | +33.9% | +83.1% |
| All | +84.0% | +47.3% | +36.7% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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