+409.0%
APO vs ZS
+599.9%
-190.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | +5.8% | -2.6% | +8.4% | +6.3% |
| 30D | +8.9% | -12.8% | +21.7% | +11.5% |
| 3M | -13.6% | +2.3% | -15.9% | -15.1% |
| 6M | -5.4% | +26.3% | -31.7% | -13.1% |
| YTD | -13.6% | -14.4% | +0.8% | -14.8% |
| 1Y | -2.5% | -37.6% | +35.1% | +2.7% |
| 3Y | +50.9% | +8.0% | +42.8% | +38.8% |
| 5Y | +81.4% | -44.9% | +126.3% | +74.2% |
| All | +409.0% | +599.9% | -190.9% | +223.1% |
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