+9.7%
BKR vs ZS
-31.8%
+41.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.2% | -5.5% |
| 7D | -8.8% | -12.3% | +3.5% | -8.7% |
| 30D | -13.1% | +11.2% | -24.3% | -12.9% |
| 3M | -18.9% | +37.5% | -56.4% | -18.6% |
| 6M | -27.2% | +57.8% | -85.1% | -25.1% |
| YTD | +10.7% | -0.2% | +10.9% | +14.4% |
| 1Y | +9.7% | -31.6% | +41.3% | +17.5% |
| All | +9.7% | -31.8% | +41.5% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling