-22.5%
ACHR vs ZS
+9.6%
-32.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.5% | -6.8% |
| 7D | -9.2% | -2.6% | -6.6% | -8.3% |
| 30D | -1.0% | -12.8% | +11.8% | +3.5% |
| 3M | -42.2% | +2.3% | -44.5% | -43.7% |
| 6M | -38.2% | +26.3% | -64.5% | -47.4% |
| YTD | -46.4% | -14.4% | -32.0% | -45.8% |
| 1Y | -49.4% | -37.6% | -11.7% | -39.0% |
| 3Y | -22.5% | +8.0% | -30.5% | -38.0% |
| All | -22.5% | +9.6% | -32.1% | -38.0% |
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 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