-37.3%
APLD vs WMB
+17.2%
-54.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.2% | +5.2% | +5.9% |
| 7D | +7.8% | +1.6% | +6.3% | +7.1% |
| 30D | -23.0% | -7.1% | -15.9% | -19.2% |
| 3M | -39.7% | -4.0% | -35.7% | -37.5% |
| 6M | -59.8% | -5.7% | -54.1% | -58.8% |
| YTD | -27.0% | +17.2% | -44.1% | -38.3% |
| 1Y | -37.3% | +17.2% | -54.5% | -46.0% |
| All | -37.3% | +17.2% | -54.5% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling