+352.8%
APH vs ZS
-42.6%
+395.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.6% | +3.4% | -0.4% |
| 7D | +0.2% | -9.2% | +9.4% | +1.9% |
| 30D | -3.3% | -4.0% | +0.7% | -3.0% |
| 3M | +14.0% | +25.3% | -11.2% | +8.6% |
| 6M | +24.4% | -1.3% | +25.7% | +20.5% |
| YTD | +21.4% | -28.0% | +49.4% | +25.4% |
| 1Y | +48.9% | -42.5% | +91.4% | +61.3% |
| 3Y | +290.1% | +0.7% | +289.4% | +267.4% |
| 5Y | +352.8% | -42.3% | +395.1% | +331.3% |
| All | +352.8% | -42.6% | +395.4% | +331.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling