+483.7%
APLD vs ZBRA
-12.1%
+495.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.8% | +10.2% | +9.2% |
| 7D | +16.6% | +2.6% | +14.0% | +14.5% |
| 30D | -3.1% | -6.4% | +3.2% | +0.9% |
| 3M | -30.9% | +51.3% | -82.1% | -49.8% |
| 6M | +12.6% | +60.5% | -47.9% | -22.6% |
| YTD | +15.5% | +45.2% | -29.7% | -15.8% |
| 1Y | +103.5% | +12.3% | +91.2% | +75.8% |
| 3Y | +446.5% | +37.5% | +409.0% | +303.1% |
| All | +483.7% | -12.1% | +495.8% | +351.2% |
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