-42.7%
ACHR vs ZS
-11.6%
-31.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.6% | +1.0% |
| 7D | -0.7% | -7.8% | +7.1% | +2.7% |
| 30D | +9.8% | +5.0% | +4.8% | +7.8% |
| 3M | -10.5% | +25.5% | -36.0% | -18.5% |
| 6M | -15.5% | +8.7% | -24.2% | -23.5% |
| YTD | -24.1% | -24.5% | +0.4% | -20.2% |
| 1Y | -32.4% | -36.7% | +4.3% | -23.2% |
| 3Y | -11.6% | +7.2% | -18.8% | -23.1% |
| 5Y | -42.9% | -40.9% | -2.0% | -45.2% |
| All | -42.7% | -11.6% | -31.2% | -47.8% |
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