+103.5%
APLD vs WU
-11.3%
+114.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.5% | +9.9% | +7.0% |
| 7D | +16.6% | -0.8% | +17.4% | +16.4% |
| 30D | -3.1% | -1.1% | -2.0% | -3.2% |
| 3M | -30.9% | -1.8% | -29.0% | -31.7% |
| 6M | +12.6% | -23.9% | +36.5% | +4.0% |
| YTD | +15.5% | -20.4% | +35.9% | +10.1% |
| 1Y | +103.5% | -10.6% | +114.1% | +114.5% |
| All | +103.5% | -11.3% | +114.8% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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