+262.1%
APH vs ZTS
-51.2%
+313.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.3% | +7.4% | +4.5% |
| 7D | -5.9% | -0.4% | -5.5% | -5.8% |
| 30D | -14.8% | +11.7% | -26.5% | -16.1% |
| 3M | -12.4% | +3.5% | -15.9% | -12.9% |
| 6M | +8.1% | -27.6% | +35.7% | +14.1% |
| YTD | +10.9% | -35.5% | +46.4% | +19.9% |
| 1Y | +8.8% | -32.1% | +40.9% | +16.2% |
| 3Y | +262.1% | -49.1% | +311.1% | +296.4% |
| All | +262.1% | -51.2% | +313.3% | +296.4% |
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