+220.6%
APLD vs THC
+230.8%
-10.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.1% | +10.8% | +10.2% |
| 7D | -12.7% | +3.7% | -16.4% | -14.3% |
| 30D | -34.7% | +9.0% | -43.7% | -37.2% |
| 3M | -46.1% | +10.4% | -56.5% | -48.8% |
| 6M | -64.9% | +45.7% | -110.5% | -71.3% |
| YTD | -36.6% | +42.6% | -79.2% | -48.3% |
| 1Y | -50.0% | +38.8% | -88.7% | -58.7% |
| 3Y | +190.1% | +418.8% | -228.7% | -6.4% |
| All | +220.6% | +230.8% | -10.2% | +26.6% |
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