+155.0%
BKR vs ZTS
+159.8%
-4.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.0% | -6.5% |
| 7D | -6.7% | -4.5% | -2.2% | -5.2% |
| 30D | -8.3% | -3.3% | -5.0% | -7.5% |
| 3M | -5.4% | -9.7% | +4.3% | -2.5% |
| 6M | +0.8% | -38.8% | +39.6% | +17.6% |
| YTD | +31.8% | -41.2% | +73.0% | +56.0% |
| 1Y | +28.6% | -50.3% | +78.9% | +61.1% |
| 3Y | +71.2% | -59.1% | +130.4% | +125.5% |
| 5Y | +179.2% | -62.8% | +242.0% | +271.9% |
| 10Y | +124.0% | +57.8% | +66.1% | +73.6% |
| All | +155.0% | +159.8% | -4.9% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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