+244.7%
APLD vs WEC
+30.9%
+213.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.1% | +6.4% | +7.4% |
| 7D | +3.1% | +0.2% | +2.9% | +3.0% |
| 30D | -29.4% | +12.9% | -42.3% | -30.7% |
| 3M | -42.8% | +9.8% | -52.6% | -43.6% |
| 6M | -59.5% | +6.7% | -66.2% | -60.0% |
| YTD | -31.8% | +14.0% | -45.8% | -33.8% |
| 1Y | -46.0% | +7.3% | -53.4% | -46.8% |
| 3Y | +252.0% | +63.8% | +188.2% | +194.7% |
| All | +244.7% | +30.9% | +213.8% | +242.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling