+725.1%
AXTI vs ZS
+498.3%
+226.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +5.1% | -3.1% | +8.2% | +5.8% |
| 30D | -17.5% | -7.2% | -10.3% | -16.2% |
| 3M | -26.7% | +30.5% | -57.2% | -33.1% |
| 6M | +36.8% | +7.0% | +29.8% | +27.7% |
| YTD | +296.1% | -26.8% | +323.0% | +308.8% |
| 1Y | +1,810.6% | -42.6% | +1,853.2% | +2,019.2% |
| 3Y | +2,587.6% | -0.3% | +2,587.9% | +2,412.9% |
| 5Y | +601.7% | -39.2% | +640.9% | +594.9% |
| All | +725.1% | +498.3% | +226.8% | +475.5% |
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