+244.7%
APLD vs ZBH
-10.5%
+255.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +4.9% | +7.4% |
| 7D | +3.1% | +11.3% | -8.2% | +2.5% |
| 30D | -29.4% | +21.5% | -50.9% | -30.4% |
| 3M | -42.8% | +12.5% | -55.3% | -43.3% |
| 6M | -59.5% | +32.3% | -91.7% | -61.4% |
| YTD | -31.8% | +21.4% | -53.3% | -33.7% |
| 1Y | -46.0% | +23.7% | -69.7% | -48.0% |
| 3Y | +252.0% | +7.0% | +245.0% | +198.2% |
| All | +244.7% | -10.5% | +255.2% | +226.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling