+394.1%
AMKR vs ZS
+498.3%
-104.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.8% | +4.3% |
| 7D | +8.3% | -3.1% | +11.4% | +9.0% |
| 30D | -6.8% | -7.2% | +0.4% | -5.3% |
| 3M | -31.9% | +30.5% | -62.4% | -37.0% |
| 6M | +18.4% | +7.0% | +11.4% | +10.6% |
| YTD | +31.7% | -26.8% | +58.5% | +35.1% |
| 1Y | +105.2% | -42.6% | +147.8% | +124.8% |
| 3Y | +147.7% | -0.3% | +148.1% | +128.5% |
| 5Y | +99.4% | -39.2% | +138.6% | +92.9% |
| All | +394.1% | +498.3% | -104.3% | +191.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling