+373.4%
APLD vs WEC
+42.1%
+331.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +1.7% |
| 7D | +4.1% | -0.3% | +4.3% | +4.0% |
| 30D | -11.7% | -1.3% | -10.4% | -11.8% |
| 3M | -40.3% | -3.9% | -36.3% | -40.5% |
| 6M | -8.0% | -8.3% | +0.4% | -8.3% |
| YTD | +7.5% | +3.1% | +4.5% | +7.0% |
| 1Y | +84.0% | +1.9% | +82.1% | +83.3% |
| All | +373.4% | +42.1% | +331.4% | +325.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling