+483.7%
APLD vs ZS
-28.1%
+511.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.6% | +12.0% | +9.3% |
| 7D | +16.6% | -9.2% | +25.8% | +21.1% |
| 30D | -3.1% | -4.0% | +0.9% | -2.7% |
| 3M | -30.9% | +25.3% | -56.2% | -39.4% |
| 6M | +12.6% | -1.3% | +13.9% | -1.2% |
| YTD | +15.5% | -28.0% | +43.5% | +20.0% |
| 1Y | +103.5% | -42.5% | +146.0% | +140.5% |
| 3Y | +446.5% | +0.7% | +445.8% | +356.8% |
| All | +483.7% | -28.1% | +511.8% | +369.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling