+659.5%
APH vs ZS
+623.8%
+35.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.7% | +7.5% | +8.1% |
| 7D | +1.1% | -11.1% | +12.1% | +2.9% |
| 30D | -7.5% | -14.8% | +7.4% | -5.4% |
| 3M | -4.4% | +18.0% | -22.4% | -7.5% |
| 6M | +26.5% | +30.8% | -4.4% | +18.2% |
| YTD | +20.0% | -11.5% | +31.6% | +18.4% |
| 1Y | +16.9% | -37.8% | +54.7% | +22.1% |
| 3Y | +288.5% | +16.6% | +271.9% | +262.1% |
| 5Y | +310.3% | -43.6% | +353.8% | +297.1% |
| All | +659.5% | +623.8% | +35.8% | +425.3% |
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