+229.3%
APLD vs HSY
-13.3%
+242.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.6% | -6.3% | -5.7% |
| 7D | +2.7% | -2.1% | +4.8% | +2.3% |
| 30D | -21.4% | +6.1% | -27.5% | -20.2% |
| 3M | -47.8% | -5.6% | -42.2% | -47.9% |
| 6M | -64.9% | -9.5% | -55.3% | -64.8% |
| YTD | -34.9% | -2.1% | -32.8% | -34.1% |
| 1Y | -30.7% | +0.8% | -31.5% | -29.7% |
| 3Y | +305.3% | -2.1% | +307.5% | +322.6% |
| All | +229.3% | -13.3% | +242.5% | +216.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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