+243.9%
APLD vs HCA
+100.5%
+143.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -6.3% | +9.0% | -15.3% | -8.9% |
| 30D | -29.6% | +11.8% | -41.4% | -32.2% |
| 3M | -42.6% | +22.1% | -64.7% | -46.6% |
| 6M | -59.6% | +16.4% | -75.9% | -61.9% |
| YTD | -32.0% | +8.6% | -40.6% | -34.5% |
| 1Y | -46.9% | +10.6% | -57.5% | -49.4% |
| 3Y | +255.7% | +121.7% | +134.0% | +103.7% |
| All | +243.9% | +100.5% | +143.4% | +65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling