+403.2%
APLD vs ZS
+8.5%
+394.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.5% | +6.3% | +3.2% |
| 7D | +4.1% | -7.8% | +11.9% | +6.7% |
| 30D | -11.7% | +5.0% | -16.8% | -13.9% |
| 3M | -40.3% | +25.5% | -65.8% | -45.9% |
| 6M | -8.0% | +8.7% | -16.7% | -21.3% |
| YTD | +7.5% | -24.5% | +32.1% | +16.2% |
| 1Y | +84.0% | -36.7% | +120.7% | +121.3% |
| All | +403.2% | +8.5% | +394.7% | +323.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling