+446.5%
APLD vs HALO
+176.9%
+269.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.7% | +9.1% | +7.6% |
| 7D | +16.6% | +0.5% | +16.0% | +16.4% |
| 30D | -3.1% | +5.0% | -8.1% | -3.9% |
| 3M | -30.9% | +53.1% | -84.0% | -35.8% |
| 6M | +12.6% | +60.8% | -48.2% | +3.5% |
| YTD | +15.5% | +60.9% | -45.5% | +6.4% |
| 1Y | +103.5% | +42.8% | +60.7% | +90.6% |
| 3Y | +446.5% | +181.3% | +265.3% | +339.6% |
| All | +446.5% | +176.9% | +269.6% | +339.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling