+420.9%
APLD vs HUM
-11.5%
+432.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.4% | -4.2% |
| 7D | +9.0% | -0.2% | +9.2% | +8.9% |
| 30D | -6.6% | +3.7% | -10.3% | -6.3% |
| 3M | -35.2% | +10.4% | -45.6% | -34.4% |
| 6M | +0.4% | +125.7% | -125.3% | +12.3% |
| YTD | +10.7% | +57.3% | -46.7% | +17.1% |
| 1Y | +78.6% | +48.6% | +29.9% | +87.5% |
| All | +420.9% | -11.5% | +432.4% | +409.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling