+78.6%
APLD vs HIG
+6.8%
+71.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.8% | -3.3% |
| 7D | +9.0% | -0.5% | +9.4% | +8.4% |
| 30D | -6.6% | -2.8% | -3.8% | -9.4% |
| 3M | -35.2% | +6.3% | -41.6% | -29.2% |
| 6M | +0.4% | -0.1% | +0.5% | +2.1% |
| YTD | +10.7% | +0.4% | +10.3% | +16.9% |
| 1Y | +78.6% | +6.2% | +72.3% | +114.1% |
| All | +78.6% | +6.8% | +71.7% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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