+28.7%
HD vs APLD
+253.4%
-224.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.7% | +13.3% | +6.7% |
| 7D | +11.9% | -18.5% | +30.5% | +12.3% |
| 30D | +26.4% | -32.8% | +59.2% | +27.3% |
| 3M | +2.8% | -46.9% | +49.7% | +3.9% |
| 6M | +15.5% | -53.4% | +68.8% | +16.7% |
| YTD | +5.5% | -32.3% | +37.8% | +5.5% |
| 1Y | -4.6% | -46.5% | +41.9% | -4.3% |
| 3Y | +29.9% | +204.2% | -174.3% | +20.5% |
| All | +28.7% | +253.4% | -224.7% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 all: compounded portfolio wealth divided by compounded APLD 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…
all analysis · Full analysis span regression · 6 months rolling