+269.3%
APLD vs ZBRA
-18.4%
+287.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.9% | +5.5% | +6.1% |
| 7D | +7.8% | -1.5% | +9.3% | +9.3% |
| 30D | -23.0% | -15.6% | -7.3% | -13.8% |
| 3M | -39.7% | -14.5% | -25.2% | -33.3% |
| 6M | -59.8% | +50.9% | -110.8% | -71.3% |
| YTD | -27.0% | +34.8% | -61.8% | -44.0% |
| 1Y | -37.3% | +28.3% | -65.6% | -49.9% |
| 3Y | +281.9% | +58.8% | +223.1% | +152.7% |
| All | +269.3% | -18.4% | +287.7% | +199.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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