+483.7%
APLD vs HRB
+95.5%
+388.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -6.5% | +13.8% | +7.1% |
| 7D | +16.6% | -9.1% | +25.6% | +16.1% |
| 30D | -3.1% | +0.3% | -3.4% | -3.1% |
| 3M | -30.9% | +23.4% | -54.2% | -30.6% |
| 6M | +12.6% | +45.1% | -32.5% | +11.7% |
| YTD | +15.5% | +8.9% | +6.6% | +20.7% |
| 1Y | +103.5% | -7.9% | +111.4% | +119.2% |
| 3Y | +446.5% | +27.9% | +418.6% | +430.6% |
| All | +483.7% | +95.5% | +388.2% | +483.5% |
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 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