-30.7%
APLD vs HRB
+13.5%
-44.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.4% | -4.4% | -6.6% |
| 7D | +2.7% | -5.1% | +7.8% | -0.1% |
| 30D | -21.4% | +8.7% | -30.1% | -17.1% |
| 3M | -47.8% | -5.4% | -42.5% | -48.1% |
| 6M | -64.9% | +41.6% | -106.5% | -56.0% |
| YTD | -34.9% | +18.7% | -53.5% | -20.6% |
| 1Y | -30.7% | +16.4% | -47.2% | -16.2% |
| All | -30.7% | +13.5% | -44.3% | -16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling