+1,314.2%
AAOI vs ZTS
-63.0%
+1,377.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.9% | +2.0% |
| 7D | -0.2% | -3.7% | +3.6% | +1.1% |
| 30D | -23.7% | -0.8% | -22.9% | -24.1% |
| 3M | -39.0% | -9.7% | -29.3% | -37.9% |
| 6M | -17.0% | -38.4% | +21.3% | +2.7% |
| YTD | +202.2% | -41.1% | +243.3% | +281.1% |
| 1Y | +292.4% | -50.6% | +343.0% | +453.9% |
| 3Y | +804.4% | -59.1% | +863.5% | +1,329.9% |
| All | +1,314.2% | -63.0% | +1,377.2% | +2,034.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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