+220.6%
APLD vs Z
-37.7%
+258.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.4% | +12.2% | +10.9% |
| 7D | -12.7% | -4.6% | -8.2% | -11.4% |
| 30D | -34.7% | +8.3% | -43.0% | -39.0% |
| 3M | -46.1% | -11.6% | -34.5% | -45.1% |
| 6M | -64.9% | -33.6% | -31.2% | -58.6% |
| YTD | -36.6% | -56.7% | +20.1% | -7.3% |
| 1Y | -50.0% | -59.1% | +9.2% | -23.6% |
| 3Y | +190.1% | -20.4% | +210.5% | +144.1% |
| All | +220.6% | -37.7% | +258.3% | +156.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling