+84.0%
APLD vs HCA
-0.5%
+84.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +1.7% |
| 7D | +4.1% | -3.1% | +7.1% | +3.9% |
| 30D | -11.7% | -1.1% | -10.6% | -11.7% |
| 3M | -40.3% | +12.2% | -52.4% | -40.8% |
| 6M | -8.0% | -25.3% | +17.4% | -7.9% |
| YTD | +7.5% | -12.9% | +20.5% | +11.1% |
| 1Y | +84.0% | -0.9% | +85.0% | +136.4% |
| All | +84.0% | -0.5% | +84.6% | +136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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