+285.6%
APH vs ZTS
-58.8%
+344.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +5.0% | -2.0% | +6.9% | +5.3% |
| 30D | -3.9% | +1.9% | -5.8% | -4.3% |
| 3M | +13.0% | -4.0% | +17.0% | +13.6% |
| 6M | +25.2% | -39.1% | +64.3% | +36.5% |
| YTD | +22.9% | -38.8% | +61.7% | +34.0% |
| 1Y | +47.8% | -49.6% | +97.4% | +67.6% |
| All | +285.6% | -58.8% | +344.4% | +344.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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