+459.6%
APLD vs ZBH
-22.0%
+481.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.5% | -4.2% |
| 7D | +9.0% | -4.9% | +13.9% | +9.6% |
| 30D | -6.6% | -3.2% | -3.4% | -6.4% |
| 3M | -35.2% | +5.8% | -41.1% | -36.4% |
| 6M | +0.4% | +2.0% | -1.6% | -0.4% |
| YTD | +10.7% | +5.8% | +4.9% | +8.7% |
| 1Y | +78.6% | -7.9% | +86.5% | +80.1% |
| 3Y | +423.9% | -19.4% | +443.3% | +441.5% |
| All | +459.6% | -22.0% | +481.6% | +435.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 10y: compounded portfolio wealth divided by compounded ZBH 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…
10y analysis · Full analysis span regression · 6 months rolling