+51.8%
APLD vs HCA
+2.1%
+49.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -5.0% |
| 7D | -0.5% | +2.9% | -3.4% | -0.4% |
| 30D | -13.2% | +2.4% | -15.5% | -13.1% |
| 3M | -33.8% | +13.0% | -46.8% | -34.8% |
| 6M | -5.9% | -21.4% | +15.5% | -1.1% |
| YTD | +5.1% | -9.5% | +14.6% | +9.2% |
| 1Y | +51.8% | +7.5% | +44.3% | +74.5% |
| All | +51.8% | +2.1% | +49.7% | +74.5% |
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