-4.4%
APO vs ZS
-31.8%
+27.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.3% | +8.4% | +8.1% |
| 7D | +8.2% | -12.3% | +20.5% | +9.5% |
| 30D | +6.4% | +11.2% | -4.8% | +5.1% |
| 3M | -7.4% | +37.5% | -45.0% | -10.7% |
| 6M | -4.2% | +57.8% | -62.0% | -11.4% |
| YTD | -14.1% | -0.2% | -13.9% | -17.8% |
| 1Y | -4.4% | -31.6% | +27.3% | -5.0% |
| All | -4.4% | -31.8% | +27.4% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling