+84.0%
APLD vs PH
+30.5%
+53.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | +4.1% | -3.1% | +7.1% | +6.7% |
| 30D | -11.7% | -3.2% | -8.5% | -10.1% |
| 3M | -40.3% | +10.6% | -50.9% | -45.4% |
| 6M | -8.0% | -2.1% | -5.8% | -10.8% |
| YTD | +7.5% | +10.2% | -2.6% | +4.4% |
| 1Y | +84.0% | +28.2% | +55.8% | +102.8% |
| All | +84.0% | +30.5% | +53.5% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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