+285.6%
APH vs ZS
+6.8%
+278.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.5% | +5.4% | +1.6% |
| 7D | +5.0% | -7.8% | +12.8% | +6.3% |
| 30D | -3.9% | +5.0% | -8.9% | -5.1% |
| 3M | +13.0% | +25.5% | -12.6% | +7.8% |
| 6M | +25.2% | +8.7% | +16.5% | +18.9% |
| YTD | +22.9% | -24.5% | +47.4% | +29.4% |
| 1Y | +47.8% | -36.7% | +84.5% | +63.4% |
| All | +285.6% | +6.8% | +278.9% | +254.1% |
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