+229.3%
APLD vs ZETA
+184.1%
+45.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.7% | -4.1% | -5.1% |
| 7D | +2.7% | +18.1% | -15.4% | -3.6% |
| 30D | -21.4% | +13.6% | -35.0% | -24.6% |
| 3M | -47.8% | +23.7% | -71.6% | -52.0% |
| 6M | -64.9% | +128.5% | -193.4% | -75.6% |
| YTD | -34.9% | +80.1% | -115.0% | -51.3% |
| 1Y | -30.7% | +98.0% | -128.7% | -50.2% |
| 3Y | +305.3% | +348.6% | -43.3% | +68.1% |
| All | +229.3% | +184.1% | +45.2% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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