+140.4%
BKR vs ZS
+498.3%
-357.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.6% |
| 7D | -7.0% | -3.1% | -3.9% | -6.8% |
| 30D | -8.1% | -7.2% | -0.9% | -7.7% |
| 3M | -6.6% | +30.5% | -37.1% | -8.9% |
| 6M | +0.9% | +7.0% | -6.1% | -0.8% |
| YTD | +31.1% | -26.8% | +57.9% | +32.8% |
| 1Y | +27.7% | -42.6% | +70.3% | +31.9% |
| 3Y | +71.2% | -0.3% | +71.5% | +67.1% |
| 5Y | +177.6% | -39.2% | +216.8% | +170.4% |
| All | +140.4% | +498.3% | -357.9% | +81.1% |
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