+137.1%
WMT vs APLD
+214.8%
-77.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +9.7% | -11.5% | -1.8% |
| 7D | +1.6% | -12.7% | +14.3% | +1.7% |
| 30D | +16.1% | -34.7% | +50.7% | +16.3% |
| 3M | +12.3% | -46.1% | +58.4% | +12.6% |
| 6M | -3.1% | -64.9% | +61.8% | -2.4% |
| YTD | +13.4% | -36.6% | +50.0% | +12.8% |
| 1Y | +24.5% | -50.0% | +74.5% | +24.1% |
| All | +137.1% | +214.8% | -77.7% | +128.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 3y: compounded portfolio wealth divided by compounded APLD 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…
3y analysis · Full analysis span regression · 6 months rolling