+677.8%
APH vs ZS
+517.5%
+160.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.5% | +5.4% | +1.5% |
| 7D | +5.0% | -7.8% | +12.8% | +6.2% |
| 30D | -3.9% | +5.0% | -8.9% | -4.9% |
| 3M | +13.0% | +25.5% | -12.6% | +8.6% |
| 6M | +25.2% | +8.7% | +16.5% | +20.2% |
| YTD | +22.9% | -24.5% | +47.4% | +24.8% |
| 1Y | +47.8% | -36.7% | +84.5% | +54.3% |
| 3Y | +283.0% | +7.2% | +275.8% | +263.1% |
| 5Y | +349.7% | -40.9% | +390.6% | +337.7% |
| All | +677.8% | +517.5% | +160.4% | +453.8% |
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 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