+249.5%
APLD vs WAT
+58.2%
+191.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.8% | -3.5% | -4.7% |
| 7D | +19.6% | +2.0% | +17.6% | +18.8% |
| 30D | -24.5% | +7.7% | -32.2% | -25.9% |
| 3M | -45.6% | +11.1% | -56.7% | -47.3% |
| 6M | -61.4% | +31.2% | -92.6% | -64.8% |
| YTD | -30.9% | +21.7% | -52.6% | -36.4% |
| 1Y | -35.8% | +19.3% | -55.1% | -40.6% |
| 3Y | +261.4% | +80.6% | +180.8% | +168.2% |
| All | +249.5% | +58.2% | +191.3% | +173.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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