+500.0%
APP vs ZS
+1.2%
+498.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.1% | +12.9% | +11.4% |
| 7D | +71.2% | -16.9% | +88.1% | +85.0% |
| 30D | +39.1% | -7.4% | +46.5% | +40.9% |
| 3M | +16.5% | +21.6% | -5.0% | -0.9% |
| 6M | -16.6% | +42.4% | -58.9% | -41.5% |
| YTD | -41.9% | -12.1% | -29.8% | -46.1% |
| 1Y | -37.0% | -37.8% | +0.8% | -28.2% |
| 3Y | +892.4% | +20.9% | +871.5% | +600.9% |
| 5Y | +297.3% | -41.6% | +338.9% | +286.0% |
| All | +500.0% | +1.2% | +498.8% | +347.8% |
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 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