+403.2%
APLD vs HRB
+38.9%
+364.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.0% | +5.8% | +1.0% |
| 7D | +4.1% | -5.7% | +9.7% | +3.0% |
| 30D | -11.7% | +7.9% | -19.6% | -10.3% |
| 3M | -40.3% | +32.1% | -72.4% | -36.7% |
| 6M | -8.0% | +62.2% | -70.2% | -1.0% |
| YTD | +7.5% | +16.4% | -8.9% | +20.7% |
| 1Y | +84.0% | -0.3% | +84.3% | +110.8% |
| All | +403.2% | +38.9% | +364.3% | +388.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling