+229.3%
APLD vs WU
-45.5%
+274.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.4% | -7.1% | -6.2% |
| 7D | +2.7% | -2.0% | +4.7% | +3.2% |
| 30D | -21.4% | +11.4% | -32.8% | -24.8% |
| 3M | -47.8% | -6.8% | -41.0% | -47.1% |
| 6M | -64.9% | -14.6% | -50.3% | -63.9% |
| YTD | -34.9% | -20.6% | -14.2% | -31.8% |
| 1Y | -30.7% | -15.4% | -15.4% | -30.0% |
| 3Y | +305.3% | -23.6% | +328.9% | +297.7% |
| All | +229.3% | -45.5% | +274.8% | +342.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling