+354.6%
APLD vs PH
+139.3%
+215.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.8% | +6.6% | +6.5% |
| 7D | +7.8% | +6.9% | +0.9% | +0.9% |
| 30D | -23.0% | +1.7% | -24.6% | -23.9% |
| 3M | -39.7% | -8.1% | -31.5% | -33.5% |
| 6M | -59.8% | +11.5% | -71.3% | -64.3% |
| YTD | -27.0% | +11.4% | -38.3% | -34.3% |
| 1Y | -37.3% | +14.1% | -51.4% | -44.9% |
| All | +354.6% | +139.3% | +215.3% | +82.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling