+220.6%
APLD vs ZS
-12.2%
+232.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -3.1% | +12.8% | +11.0% |
| 7D | -12.7% | -16.9% | +4.2% | -5.4% |
| 30D | -34.7% | -7.4% | -27.3% | -32.4% |
| 3M | -46.1% | +21.6% | -67.7% | -51.7% |
| 6M | -64.9% | +42.4% | -107.2% | -74.0% |
| YTD | -36.6% | -12.1% | -24.5% | -40.1% |
| 1Y | -50.0% | -37.8% | -12.1% | -41.6% |
| 3Y | +190.1% | +20.9% | +169.2% | +122.1% |
| All | +220.6% | -12.2% | +232.8% | +134.1% |
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