+136.0%
APO vs ZS
-40.8%
+176.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -1.3% |
| 7D | -1.0% | -3.8% | +2.8% | -0.1% |
| 30D | -0.4% | -6.0% | +5.6% | +0.9% |
| 3M | -0.9% | +32.0% | -32.9% | -8.5% |
| 6M | +22.1% | +2.1% | +20.0% | +16.0% |
| YTD | -8.4% | -26.2% | +17.8% | -5.0% |
| 1Y | -0.9% | -41.2% | +40.2% | +8.8% |
| 3Y | +56.1% | +3.3% | +52.8% | +41.0% |
| 5Y | +136.0% | -40.7% | +176.7% | +114.2% |
| All | +136.0% | -40.8% | +176.8% | +114.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling