+459.6%
APLD vs HCA
+67.4%
+392.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.9% | -9.1% | -5.7% |
| 7D | +9.0% | +4.9% | +4.0% | +7.1% |
| 30D | -6.6% | +1.9% | -8.5% | -7.5% |
| 3M | -35.2% | +12.7% | -48.0% | -38.7% |
| 6M | +0.4% | -22.3% | +22.8% | +9.8% |
| YTD | +10.7% | -9.3% | +20.0% | +13.3% |
| 1Y | +78.6% | +2.7% | +75.8% | +72.2% |
| 3Y | +423.9% | +57.8% | +366.1% | +260.1% |
| All | +459.6% | +67.4% | +392.2% | +187.2% |
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