-30.7%
APLD vs HCA
+7.0%
-37.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.5% | -5.8% |
| 7D | +2.7% | +0.8% | +1.9% | +2.8% |
| 30D | -21.4% | +6.1% | -27.5% | -20.8% |
| 3M | -47.8% | +21.4% | -69.3% | -47.7% |
| 6M | -64.9% | +17.2% | -82.1% | -63.6% |
| YTD | -34.9% | +7.5% | -42.3% | -33.0% |
| 1Y | -30.7% | +6.2% | -36.9% | -27.9% |
| All | -30.7% | +7.0% | -37.7% | -27.9% |
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