+451.0%
APO vs ZS
+517.5%
-66.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | +0.3% |
| 7D | -1.0% | -7.8% | +6.8% | +0.6% |
| 30D | +3.5% | +5.0% | -1.6% | +2.2% |
| 3M | +4.5% | +25.5% | -21.0% | -0.8% |
| 6M | +22.8% | +8.7% | +14.1% | +16.6% |
| YTD | -6.5% | -24.5% | +18.0% | -4.4% |
| 1Y | +0.8% | -36.7% | +37.5% | +6.4% |
| 3Y | +62.0% | +7.2% | +54.7% | +50.5% |
| 5Y | +138.2% | -40.9% | +179.2% | +130.6% |
| All | +451.0% | +517.5% | -66.4% | +262.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling