+220.6%
APLD vs WCN
+37.5%
+183.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.4% | +11.1% | +10.0% |
| 7D | -12.7% | +2.9% | -15.6% | -13.4% |
| 30D | -34.7% | +22.1% | -56.8% | -38.9% |
| 3M | -46.1% | +13.2% | -59.3% | -48.3% |
| 6M | -64.9% | +23.7% | -88.6% | -68.5% |
| YTD | -36.6% | +8.7% | -45.3% | -39.1% |
| 1Y | -50.0% | +15.3% | -65.3% | -54.8% |
| 3Y | +190.1% | +46.0% | +144.1% | +98.7% |
| All | +220.6% | +37.5% | +183.2% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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