-50.0%
APLD vs WMB
+14.8%
-64.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.3% | +10.0% | +9.9% |
| 7D | -12.7% | -13.8% | +1.1% | -4.2% |
| 30D | -34.7% | -10.3% | -24.4% | -29.3% |
| 3M | -46.1% | -10.1% | -36.1% | -41.7% |
| 6M | -64.9% | -11.8% | -53.0% | -62.3% |
| YTD | -36.6% | +8.9% | -45.5% | -43.1% |
| 1Y | -50.0% | +14.0% | -63.9% | -57.9% |
| All | -50.0% | +14.8% | -64.8% | -57.9% |
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