-61.4%
APLD vs HCA
+17.3%
-78.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.1% | -4.3% | -5.8% |
| 7D | +19.6% | -1.3% | +21.0% | +19.0% |
| 30D | -24.5% | +8.7% | -33.1% | -21.6% |
| 3M | -45.6% | +21.0% | -66.6% | -41.4% |
| 6M | -61.4% | +17.0% | -78.4% | -59.3% |
| All | -61.4% | +17.3% | -78.7% | -59.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling