+48.5%
KDP vs ZS
-39.8%
+88.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.8% | +1.6% |
| 7D | +8.2% | -13.4% | +21.6% | +7.3% |
| 30D | +18.4% | -16.6% | +35.0% | +17.2% |
| 3M | +29.2% | +10.3% | +18.9% | +30.0% |
| 6M | +32.3% | +28.1% | +4.1% | +35.5% |
| YTD | +38.5% | -13.3% | +51.8% | +36.1% |
| 1Y | +48.5% | -40.7% | +89.2% | +37.9% |
| All | +48.5% | -39.8% | +88.3% | +37.9% |
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