+255.7%
APLD vs Z
-20.5%
+276.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.5% | +5.3% | +1.4% |
| 7D | -6.3% | -6.5% | +0.1% | -4.4% |
| 30D | -29.6% | -0.1% | -29.5% | -30.6% |
| 3M | -42.6% | -14.1% | -28.5% | -41.1% |
| 6M | -59.6% | -30.1% | -29.5% | -55.4% |
| YTD | -32.0% | -57.5% | +25.5% | -9.5% |
| 1Y | -46.9% | -60.3% | +13.4% | -26.8% |
| 3Y | +255.7% | -21.0% | +276.7% | +186.7% |
| All | +255.7% | -20.5% | +276.1% | +186.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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