+439.9%
APO vs ZS
+504.0%
-64.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -1.2% |
| 7D | -1.0% | -3.8% | +2.8% | -0.2% |
| 30D | -0.4% | -6.0% | +5.6% | +0.7% |
| 3M | -0.9% | +32.0% | -32.9% | -6.9% |
| 6M | +22.1% | +2.1% | +20.0% | +17.6% |
| YTD | -8.4% | -26.2% | +17.8% | -5.9% |
| 1Y | -0.9% | -41.2% | +40.2% | +6.2% |
| 3Y | +56.1% | +3.3% | +52.8% | +46.2% |
| 5Y | +136.0% | -40.7% | +176.7% | +128.6% |
| All | +439.9% | +504.0% | -64.1% | +256.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling