+192.2%
APLD vs WEC
+32.3%
+159.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | +0.2% | -14.9% | -14.7% |
| 7D | -27.0% | +3.2% | -30.2% | -27.2% |
| 30D | -44.1% | +14.7% | -58.7% | -45.2% |
| 3M | -52.6% | +10.2% | -62.8% | -53.2% |
| 6M | -64.5% | +4.5% | -68.9% | -64.7% |
| YTD | -42.2% | +15.1% | -57.3% | -43.9% |
| 1Y | -57.2% | +9.4% | -66.6% | -57.9% |
| 3Y | +159.5% | +56.9% | +102.6% | +121.4% |
| All | +192.2% | +32.3% | +159.9% | +190.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling