+1,314.2%
AAOI vs ZS
-38.5%
+1,352.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.8% |
| 7D | -0.2% | -3.1% | +2.9% | +0.8% |
| 30D | -23.7% | -7.2% | -16.5% | -22.5% |
| 3M | -39.0% | +30.5% | -69.5% | -45.7% |
| 6M | -17.0% | +7.0% | -24.0% | -25.9% |
| YTD | +202.2% | -26.8% | +229.1% | +211.7% |
| 1Y | +292.4% | -42.6% | +335.0% | +356.6% |
| 3Y | +804.4% | -0.3% | +804.7% | +697.7% |
| All | +1,314.2% | -38.5% | +1,352.7% | +1,166.0% |
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