+269.3%
APLD vs HTZ
-92.5%
+361.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +9.3% | -2.0% | +4.7% |
| 7D | +7.8% | -27.4% | +35.3% | +17.8% |
| 30D | -23.0% | -11.4% | -11.6% | -20.7% |
| 3M | -39.7% | -33.1% | -6.6% | -33.8% |
| 6M | -59.8% | -73.5% | +13.7% | -45.1% |
| YTD | -27.0% | -68.1% | +41.1% | -7.9% |
| 1Y | -37.3% | -74.3% | +37.0% | -15.9% |
| 3Y | +281.9% | -80.9% | +362.8% | +385.6% |
| All | +269.3% | -92.5% | +361.7% | +726.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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