+459.6%
APLD vs HUM
-8.5%
+468.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.4% | -4.1% |
| 7D | +9.0% | -0.2% | +9.2% | +9.0% |
| 30D | -6.6% | +3.7% | -10.3% | -6.6% |
| 3M | -35.2% | +10.4% | -45.6% | -35.1% |
| 6M | +0.4% | +125.7% | -125.3% | +1.2% |
| YTD | +10.7% | +57.3% | -46.7% | +10.5% |
| 1Y | +78.6% | +48.6% | +29.9% | +77.5% |
| 3Y | +423.9% | -11.3% | +435.3% | +468.5% |
| All | +459.6% | -8.5% | +468.1% | +361.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling