+427.3%
APO vs ZS
+494.5%
-67.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.8% | -2.0% |
| 7D | -4.9% | -8.1% | +3.2% | -3.3% |
| 30D | -8.4% | -8.4% | 0.0% | -7.0% |
| 3M | -2.1% | +31.1% | -33.1% | -7.8% |
| 6M | +19.2% | +4.4% | +14.9% | +14.2% |
| YTD | -10.5% | -27.3% | +16.8% | -7.8% |
| 1Y | -2.7% | -41.4% | +38.7% | +4.3% |
| 3Y | +52.5% | +1.7% | +50.8% | +43.2% |
| 5Y | +132.1% | -39.6% | +171.7% | +124.5% |
| All | +427.3% | +494.5% | -67.2% | +249.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling