+192.2%
APLD vs Z
-36.1%
+228.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -10.6% | -4.0% | -9.5% |
| 7D | -27.0% | -2.3% | -24.7% | -26.7% |
| 30D | -44.1% | +9.4% | -53.4% | -47.9% |
| 3M | -52.6% | -16.1% | -36.5% | -50.2% |
| 6M | -64.5% | -30.4% | -34.0% | -59.1% |
| YTD | -42.2% | -55.6% | +13.4% | -16.4% |
| 1Y | -57.2% | -58.5% | +1.3% | -34.9% |
| 3Y | +159.5% | -19.6% | +179.2% | +118.7% |
| All | +192.2% | -36.1% | +228.3% | +131.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling