+459.6%
APLD vs ZS
-26.2%
+485.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.6% | -6.7% | -5.2% |
| 7D | +9.0% | -3.8% | +12.8% | +10.4% |
| 30D | -6.6% | -6.0% | -0.6% | -5.3% |
| 3M | -35.2% | +32.0% | -67.2% | -44.6% |
| 6M | +0.4% | +2.1% | -1.7% | -13.3% |
| YTD | +10.7% | -26.2% | +36.8% | +13.7% |
| 1Y | +78.6% | -41.2% | +119.7% | +108.9% |
| 3Y | +423.9% | +3.3% | +420.6% | +333.0% |
| All | +459.6% | -26.2% | +485.8% | +344.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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