+249.5%
APLD vs WEC
+31.3%
+218.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +19.6% | -0.7% | +20.3% | +19.7% |
| 30D | -24.5% | +11.0% | -35.4% | -25.6% |
| 3M | -45.6% | +8.6% | -54.2% | -46.2% |
| 6M | -61.4% | +6.2% | -67.6% | -61.9% |
| YTD | -30.9% | +14.3% | -45.2% | -32.9% |
| 1Y | -35.8% | +8.4% | -44.2% | -36.9% |
| 3Y | +261.4% | +62.9% | +198.5% | +203.5% |
| All | +249.5% | +31.3% | +218.2% | +247.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling