-8.0%
APLD vs HRB
+61.4%
-69.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.0% | +5.8% | -0.5% |
| 7D | +4.1% | -5.7% | +9.7% | +0.6% |
| 30D | -11.7% | +7.9% | -19.6% | -6.9% |
| 3M | -40.3% | +32.1% | -72.4% | -25.4% |
| 6M | -8.0% | +62.2% | -70.2% | +28.8% |
| All | -8.0% | +61.4% | -69.3% | +28.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling