+51.8%
APLD vs HUM
+50.6%
+1.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.0% |
| 7D | -0.5% | -1.4% | +0.9% | -0.6% |
| 30D | -13.2% | +7.5% | -20.7% | -12.7% |
| 3M | -33.8% | +10.2% | -44.0% | -32.8% |
| 6M | -5.9% | +132.5% | -138.4% | +7.2% |
| YTD | +5.1% | +57.6% | -52.5% | +7.7% |
| 1Y | +51.8% | +48.6% | +3.2% | +50.3% |
| All | +51.8% | +50.6% | +1.3% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling