+220.6%
APLD vs PH
+260.3%
-39.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.9% | +6.9% | +6.3% |
| 7D | -12.7% | +2.0% | -14.7% | -14.5% |
| 30D | -34.7% | -3.7% | -31.0% | -31.5% |
| 3M | -46.1% | -14.0% | -32.1% | -35.2% |
| 6M | -64.9% | +2.1% | -67.0% | -65.9% |
| YTD | -36.6% | +5.1% | -41.6% | -39.9% |
| 1Y | -50.0% | +10.9% | -60.9% | -55.7% |
| 3Y | +190.1% | +132.9% | +57.2% | -1.5% |
| All | +220.6% | +260.3% | -39.7% | -53.4% |
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 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