+698.5%
AXON vs ZS
+623.8%
+74.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.4% |
| 7D | -28.7% | -11.1% | -17.7% | -25.9% |
| 30D | -28.3% | -14.8% | -13.5% | -24.6% |
| 3M | -46.9% | +18.0% | -64.9% | -50.0% |
| 6M | -24.9% | +30.8% | -55.7% | -33.5% |
| YTD | -46.6% | -11.5% | -35.1% | -47.1% |
| 1Y | -49.7% | -37.8% | -11.9% | -44.8% |
| 3Y | +40.6% | +16.6% | +24.0% | +24.4% |
| 5Y | +71.9% | -43.6% | +115.4% | +72.2% |
| All | +698.5% | +623.8% | +74.7% | +331.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling