-45.3%
APP vs ZS
-41.0%
-4.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.6% | -4.8% | -2.7% |
| 7D | -4.4% | -3.8% | -0.5% | -3.8% |
| 30D | -10.0% | -6.0% | -4.0% | -9.4% |
| 3M | -41.4% | +32.0% | -73.4% | -44.6% |
| 6M | -41.0% | +2.1% | -43.2% | -45.5% |
| YTD | -54.7% | -26.2% | -28.6% | -56.8% |
| 1Y | -45.3% | -41.2% | -4.2% | -45.8% |
| All | -45.3% | -41.0% | -4.4% | -45.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling