+1,798.4%
APH vs ZTS
+194.8%
+1,603.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.9% | -1.4% | -6.4% |
| 7D | -12.7% | +4.9% | -17.6% | -14.4% |
| 30D | -19.2% | +15.9% | -35.1% | -23.9% |
| 3M | -16.7% | +11.1% | -27.8% | -20.7% |
| 6M | +5.1% | -26.0% | +31.2% | +15.1% |
| YTD | +6.6% | -33.3% | +39.8% | +21.1% |
| 1Y | +3.9% | -30.3% | +34.2% | +15.8% |
| 3Y | +246.0% | -47.0% | +293.1% | +317.2% |
| 5Y | +268.0% | -59.7% | +327.7% | +393.6% |
| 10Y | +868.2% | +80.3% | +787.9% | +646.5% |
| All | +1,798.4% | +194.8% | +1,603.6% | +1,156.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling