+115.9%
WMT vs APLD
+461.1%
-345.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.2% |
| 7D | +3.9% | +4.1% | -0.1% | +3.9% |
| 30D | -4.4% | -11.7% | +7.3% | -4.3% |
| 3M | -8.8% | -40.3% | +31.5% | -8.4% |
| 6M | -15.6% | -8.0% | -7.7% | -15.9% |
| YTD | -3.2% | +7.5% | -10.8% | -3.8% |
| 1Y | +7.0% | +84.0% | -77.0% | +5.6% |
| 3Y | +105.3% | +356.2% | -250.9% | +98.0% |
| All | +115.9% | +461.1% | -345.1% | +109.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling