+285.2%
APH vs ZS
-45.5%
+330.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.7% |
| 7D | +4.9% | -2.6% | +7.5% | +5.4% |
| 30D | -5.4% | -12.8% | +7.4% | -3.3% |
| 3M | -5.5% | +2.3% | -7.7% | -6.6% |
| 6M | +25.9% | +26.3% | -0.4% | +16.7% |
| YTD | +16.4% | -14.4% | +30.8% | +15.8% |
| 1Y | +16.5% | -37.6% | +54.1% | +24.3% |
| 3Y | +270.9% | +8.0% | +262.8% | +244.1% |
| All | +285.2% | -45.5% | +330.6% | +264.3% |
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