+443.7%
APLD vs WU
-44.0%
+487.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.7% | +2.1% |
| 7D | +4.1% | -0.8% | +4.9% | +4.4% |
| 30D | -11.7% | -1.1% | -10.6% | -11.5% |
| 3M | -40.3% | -3.9% | -36.4% | -40.9% |
| 6M | -8.0% | -20.7% | +12.7% | -1.5% |
| YTD | +7.5% | -18.4% | +25.9% | +12.6% |
| 1Y | +84.0% | -8.1% | +92.1% | +77.8% |
| 3Y | +356.2% | -24.2% | +380.4% | +360.1% |
| All | +443.7% | -44.0% | +487.7% | +630.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling