+459.6%
APLD vs WTW
+43.4%
+416.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.6% | -0.6% | -2.6% |
| 7D | +9.0% | -7.1% | +16.1% | +12.4% |
| 30D | -6.6% | -8.5% | +1.9% | -3.1% |
| 3M | -35.2% | +20.6% | -55.8% | -41.3% |
| 6M | +0.4% | +7.2% | -6.8% | -4.2% |
| YTD | +10.7% | -3.9% | +14.5% | +11.3% |
| 1Y | +78.6% | -3.6% | +82.1% | +77.2% |
| 3Y | +423.9% | +60.7% | +363.3% | +183.8% |
| All | +459.6% | +43.4% | +416.2% | +151.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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