+229.3%
APLD vs WWD
+192.5%
+36.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -5.1% |
| 7D | +2.7% | +4.0% | -1.3% | -1.0% |
| 30D | -21.4% | +0.4% | -21.8% | -21.0% |
| 3M | -47.8% | -7.9% | -39.9% | -42.9% |
| 6M | -64.9% | -10.6% | -54.2% | -60.9% |
| YTD | -34.9% | +9.4% | -44.3% | -40.7% |
| 1Y | -30.7% | +25.7% | -56.5% | -46.4% |
| 3Y | +305.3% | +148.5% | +156.8% | +46.4% |
| All | +229.3% | +192.5% | +36.8% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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