+305.3%
APLD vs HRB
+22.6%
+282.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.4% | -4.4% | -6.2% |
| 7D | +2.7% | -5.1% | +7.8% | +1.3% |
| 30D | -21.4% | +8.7% | -30.1% | -19.5% |
| 3M | -47.8% | -5.4% | -42.5% | -47.8% |
| 6M | -64.9% | +41.6% | -106.5% | -61.9% |
| YTD | -34.9% | +18.7% | -53.5% | -25.3% |
| 1Y | -30.7% | +16.4% | -47.2% | -20.4% |
| 3Y | +305.3% | +22.0% | +283.3% | +336.5% |
| All | +305.3% | +22.6% | +282.8% | +336.5% |
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