-46.8%
APLD vs PHM
+14.7%
-61.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +5.0% | +6.9% |
| 7D | +3.1% | +3.5% | -0.4% | +2.1% |
| 30D | -29.4% | +21.2% | -50.6% | -34.7% |
| 3M | -42.8% | +2.5% | -45.2% | -42.7% |
| 6M | -59.5% | +16.1% | -75.6% | -63.5% |
| YTD | -31.8% | +16.6% | -48.4% | -38.8% |
| All | -46.8% | +14.7% | -61.5% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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