-37.3%
APLD vs HWM
+7.8%
-45.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.3% | +5.1% | +5.2% |
| 7D | +7.8% | +5.0% | +2.9% | +3.7% |
| 30D | -23.0% | +1.5% | -24.5% | -23.6% |
| 3M | -39.7% | -20.3% | -19.4% | -23.8% |
| 6M | -59.8% | -18.0% | -41.8% | -51.0% |
| YTD | -27.0% | +9.5% | -36.5% | -51.3% |
| 1Y | -37.3% | +7.5% | -44.8% | -56.9% |
| All | -37.3% | +7.8% | -45.1% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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