+269.3%
APLD vs PH
+281.9%
-12.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.8% | +6.6% | +6.4% |
| 7D | +7.8% | +6.9% | +0.9% | +0.3% |
| 30D | -23.0% | +1.7% | -24.6% | -24.1% |
| 3M | -39.7% | -8.1% | -31.5% | -32.9% |
| 6M | -59.8% | +11.5% | -71.3% | -64.8% |
| YTD | -27.0% | +11.4% | -38.3% | -35.3% |
| 1Y | -37.3% | +14.1% | -51.4% | -46.0% |
| 3Y | +281.9% | +138.2% | +143.6% | +27.5% |
| All | +269.3% | +281.9% | -12.6% | -49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling