+274.1%
APH vs ZS
+517.5%
-243.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -9.9% | -37.9% | -46.2% |
| 7D | -48.7% | -9.3% | -39.4% | -47.2% |
| 30D | -51.9% | +5.0% | -57.0% | -51.7% |
| 3M | -43.6% | +25.5% | -69.1% | -44.9% |
| 6M | -37.5% | +8.7% | -46.2% | -39.1% |
| YTD | -38.6% | -24.5% | -14.1% | -36.7% |
| 1Y | -26.3% | -36.7% | +10.4% | -21.9% |
| 3Y | +89.2% | +7.2% | +82.0% | +82.2% |
| 5Y | +119.8% | -40.9% | +160.7% | +117.4% |
| All | +274.1% | +517.5% | -243.3% | +170.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling