-30.7%
APLD vs HUM
+89.6%
-120.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.4% | -7.2% | -5.9% |
| 7D | +2.7% | +3.7% | -1.0% | +2.5% |
| 30D | -21.4% | +5.5% | -26.9% | -21.7% |
| 3M | -47.8% | +17.1% | -65.0% | -47.9% |
| 6M | -64.9% | +48.3% | -113.2% | -63.5% |
| YTD | -34.9% | +77.4% | -112.2% | -36.0% |
| 1Y | -30.7% | +92.6% | -123.3% | -34.3% |
| All | -30.7% | +89.6% | -120.3% | -34.3% |
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