+443.7%
APLD vs HTZ
-89.4%
+533.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.4% |
| 7D | +4.1% | +7.5% | -3.4% | +1.9% |
| 30D | -11.7% | +47.4% | -59.2% | -23.7% |
| 3M | -40.3% | -54.9% | +14.6% | -29.4% |
| 6M | -8.0% | -47.0% | +39.0% | +1.7% |
| YTD | +7.5% | -55.3% | +62.8% | +24.6% |
| 1Y | +84.0% | -57.6% | +141.7% | +107.1% |
| 3Y | +356.2% | -86.6% | +442.8% | +733.8% |
| All | +443.7% | -89.4% | +533.1% | +1,017.5% |
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