-21.1%
ACHR vs ZS
+2.4%
-23.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.6% | -8.2% | -6.7% |
| 7D | -2.7% | -3.8% | +1.2% | -1.3% |
| 30D | -12.1% | -6.0% | -6.2% | -10.1% |
| 3M | +3.4% | +32.0% | -28.6% | -7.3% |
| 6M | -15.6% | +2.1% | -17.8% | -21.5% |
| YTD | -26.9% | -26.2% | -0.7% | -20.5% |
| 1Y | -34.8% | -41.2% | +6.4% | -19.6% |
| All | -21.1% | +2.4% | -23.5% | -39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling