+55.8%
APO vs ZS
-0.2%
+56.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.2% | -0.3% |
| 7D | +0.1% | -9.2% | +9.3% | +2.3% |
| 30D | +3.9% | -4.0% | +7.9% | +4.6% |
| 3M | +3.8% | +25.3% | -21.5% | -2.1% |
| 6M | +22.3% | -1.3% | +23.6% | +17.6% |
| YTD | -7.8% | -28.0% | +20.2% | -2.7% |
| 1Y | -0.3% | -42.5% | +42.2% | +11.9% |
| All | +55.8% | -0.2% | +56.0% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling