+483.7%
APLD vs WY
-33.3%
+517.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.4% | +8.8% | +8.5% |
| 7D | +16.6% | -2.1% | +18.6% | +18.3% |
| 30D | -3.1% | -10.5% | +7.4% | +5.3% |
| 3M | -30.9% | -4.9% | -26.0% | -29.8% |
| 6M | +12.6% | -4.9% | +17.5% | +14.2% |
| YTD | +15.5% | -1.7% | +17.1% | +14.4% |
| 1Y | +103.5% | -9.4% | +112.9% | +112.0% |
| 3Y | +446.5% | -22.3% | +468.8% | +535.5% |
| All | +483.7% | -33.3% | +517.0% | +914.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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