+743.4%
AXTI vs ZS
-38.5%
+781.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +5.1% | -3.1% | +8.2% | +6.0% |
| 30D | -17.5% | -7.2% | -10.3% | -15.9% |
| 3M | -26.7% | +30.5% | -57.2% | -34.4% |
| 6M | +36.8% | +7.0% | +29.8% | +25.4% |
| YTD | +296.1% | -26.8% | +323.0% | +313.2% |
| 1Y | +1,810.6% | -42.6% | +1,853.2% | +2,089.8% |
| 3Y | +2,587.6% | -0.3% | +2,587.9% | +2,350.9% |
| All | +743.4% | -38.5% | +781.9% | +659.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling