+244.7%
APLD vs HRB
+117.2%
+127.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.2% | +10.8% | +7.2% |
| 7D | +3.1% | -2.4% | +5.5% | +2.9% |
| 30D | -29.4% | +15.7% | -45.1% | -28.6% |
| 3M | -42.8% | +11.4% | -54.2% | -42.2% |
| 6M | -59.5% | +40.7% | -100.2% | -59.1% |
| YTD | -31.8% | +21.0% | -52.8% | -28.1% |
| 1Y | -46.0% | +7.2% | -53.3% | -41.7% |
| 3Y | +252.0% | +29.2% | +222.8% | +252.8% |
| All | +244.7% | +117.2% | +127.5% | +247.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling