+141.8%
BKR vs ZS
+494.5%
-352.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.6% | -5.1% | -6.5% |
| 7D | -6.7% | -8.1% | +1.4% | -6.1% |
| 30D | -8.3% | -8.4% | +0.1% | -7.8% |
| 3M | -5.4% | +31.1% | -36.5% | -7.7% |
| 6M | +0.8% | +4.4% | -3.6% | -0.6% |
| YTD | +31.8% | -27.3% | +59.2% | +33.6% |
| 1Y | +28.6% | -41.4% | +69.9% | +32.5% |
| 3Y | +71.2% | +1.7% | +69.5% | +66.8% |
| 5Y | +179.2% | -39.6% | +218.8% | +172.1% |
| All | +141.8% | +494.5% | -352.6% | +82.2% |
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