+249.5%
APLD vs THC
+235.0%
+14.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.1% | -3.3% | -4.5% |
| 7D | +19.6% | +0.1% | +19.5% | +19.6% |
| 30D | -24.5% | +7.5% | -31.9% | -26.9% |
| 3M | -45.6% | +7.5% | -53.1% | -47.7% |
| 6M | -61.4% | +46.4% | -107.9% | -68.5% |
| YTD | -30.9% | +44.4% | -75.2% | -43.9% |
| 1Y | -35.8% | +43.4% | -79.3% | -47.6% |
| 3Y | +261.4% | +433.3% | -171.9% | +15.0% |
| All | +249.5% | +235.0% | +14.5% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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