+443.7%
APLD vs HSY
-13.8%
+457.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.6% |
| 7D | +4.1% | -3.3% | +7.4% | +3.6% |
| 30D | -11.7% | -2.8% | -8.9% | -12.0% |
| 3M | -40.3% | -4.5% | -35.8% | -40.4% |
| 6M | -8.0% | -24.2% | +16.3% | -10.3% |
| YTD | +7.5% | -2.7% | +10.3% | +8.0% |
| 1Y | +84.0% | -3.7% | +87.8% | +85.1% |
| 3Y | +356.2% | -11.5% | +367.7% | +383.5% |
| All | +443.7% | -13.8% | +457.5% | +418.8% |
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