+243.9%
APLD vs HRB
+117.2%
+126.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.2% |
| 7D | -6.3% | -4.0% | -2.3% | -6.6% |
| 30D | -29.6% | +15.8% | -45.3% | -28.8% |
| 3M | -42.6% | +12.0% | -54.6% | -42.0% |
| 6M | -59.6% | +40.7% | -100.3% | -59.2% |
| YTD | -32.0% | +21.0% | -53.0% | -28.3% |
| 1Y | -46.9% | +11.7% | -58.6% | -43.1% |
| 3Y | +255.7% | +25.0% | +230.7% | +259.7% |
| All | +243.9% | +117.2% | +126.7% | +246.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling