+220.6%
APLD vs HRB
+124.5%
+96.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -4.2% | +14.0% | +9.4% |
| 7D | -12.7% | +2.7% | -15.4% | -12.5% |
| 30D | -34.7% | +22.1% | -56.8% | -33.7% |
| 3M | -46.1% | +15.7% | -61.8% | -45.4% |
| 6M | -64.9% | +83.3% | -148.2% | -65.0% |
| YTD | -36.6% | +25.0% | -61.6% | -32.9% |
| 1Y | -50.0% | +6.9% | -56.9% | -45.4% |
| 3Y | +190.1% | +39.0% | +151.1% | +188.3% |
| All | +220.6% | +124.5% | +96.1% | +224.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling