+443.7%
APLD vs HWM
+653.6%
-209.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +2.3% |
| 7D | +4.1% | -2.1% | +6.2% | +5.4% |
| 30D | -11.7% | -11.0% | -0.7% | -1.2% |
| 3M | -40.3% | +4.0% | -44.3% | -43.8% |
| 6M | -8.0% | -0.2% | -7.7% | -8.5% |
| YTD | +7.5% | +26.7% | -19.1% | -17.2% |
| 1Y | +84.0% | +44.7% | +39.3% | +23.1% |
| 3Y | +356.2% | +426.1% | -69.9% | -38.0% |
| All | +443.7% | +653.6% | -209.9% | -61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling