+1,258.1%
AXON vs ZS
+517.5%
+740.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.5% | +0.3% | -2.8% |
| 7D | -14.2% | -7.8% | -6.3% | -11.9% |
| 30D | -15.4% | +5.0% | -20.4% | -16.7% |
| 3M | +0.5% | +25.5% | -25.1% | -6.1% |
| 6M | -9.5% | +8.7% | -18.2% | -14.6% |
| YTD | -9.2% | -24.5% | +15.3% | -4.7% |
| 1Y | -29.4% | -36.7% | +7.3% | -22.3% |
| 3Y | +139.4% | +7.2% | +132.2% | +119.2% |
| 5Y | +178.9% | -40.9% | +219.8% | +179.7% |
| All | +1,258.1% | +517.5% | +740.6% | +676.4% |
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