+443.7%
APLD vs ZS
-24.6%
+468.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.5% | +6.3% | +3.7% |
| 7D | +4.1% | -7.8% | +11.9% | +7.6% |
| 30D | -11.7% | +5.0% | -16.8% | -14.6% |
| 3M | -40.3% | +25.5% | -65.8% | -47.5% |
| 6M | -8.0% | +8.7% | -16.7% | -23.2% |
| YTD | +7.5% | -24.5% | +32.1% | +9.8% |
| 1Y | +84.0% | -36.7% | +120.7% | +106.8% |
| 3Y | +356.2% | +7.2% | +349.0% | +270.5% |
| All | +443.7% | -24.6% | +468.3% | +329.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling