+373.4%
APLD vs Z
-33.7%
+407.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.6% |
| 7D | +4.1% | -3.0% | +7.1% | +5.3% |
| 30D | -11.7% | -4.2% | -7.5% | -10.9% |
| 3M | -40.3% | -3.7% | -36.6% | -40.2% |
| 6M | -8.0% | -24.5% | +16.6% | +1.2% |
| YTD | +7.5% | -49.3% | +56.8% | +38.8% |
| 1Y | +84.0% | -58.7% | +142.7% | +156.4% |
| All | +373.4% | -33.7% | +407.2% | +572.7% |
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