+84.0%
APLD vs WSM
+19.9%
+64.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.3% | +0.4% |
| 7D | +4.1% | -3.3% | +7.3% | +6.4% |
| 30D | -11.7% | -8.4% | -3.3% | -6.6% |
| 3M | -40.3% | +9.7% | -49.9% | -45.2% |
| 6M | -8.0% | +16.7% | -24.6% | -21.2% |
| YTD | +7.5% | +28.7% | -21.1% | -10.2% |
| 1Y | +84.0% | +13.7% | +70.4% | +55.2% |
| All | +84.0% | +19.9% | +64.2% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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