+43.5%
KDP vs ZS
-31.8%
+75.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +5.9% |
| 7D | +5.3% | -12.3% | +17.6% | +4.5% |
| 30D | +19.1% | +11.2% | +7.9% | +19.9% |
| 3M | +19.2% | +37.5% | -18.4% | +21.5% |
| 6M | +29.3% | +57.8% | -28.6% | +34.3% |
| YTD | +35.5% | -0.2% | +35.7% | +34.6% |
| 1Y | +43.5% | -31.6% | +75.1% | +34.3% |
| All | +43.5% | -31.8% | +75.3% | +34.3% |
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