+229.3%
APLD vs PH
+275.9%
-46.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.7% |
| 7D | +2.7% | +4.3% | -1.6% | -2.1% |
| 30D | -21.4% | +0.1% | -21.6% | -21.0% |
| 3M | -47.8% | -9.4% | -38.5% | -41.0% |
| 6M | -64.9% | +8.8% | -73.6% | -68.3% |
| YTD | -34.9% | +9.6% | -44.5% | -41.2% |
| 1Y | -30.7% | +14.4% | -45.2% | -40.7% |
| 3Y | +305.3% | +134.5% | +170.8% | +38.0% |
| All | +229.3% | +275.9% | -46.7% | -54.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling