+30.5%
KDP vs ZS
+13.9%
+16.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.9% |
| 7D | +0.3% | -11.1% | +11.4% | 0.0% |
| 30D | +16.3% | -14.8% | +31.2% | +15.8% |
| 3M | +24.0% | +18.0% | +6.0% | +24.5% |
| 6M | +30.0% | +30.8% | -0.9% | +31.1% |
| YTD | +36.1% | -11.5% | +47.6% | +37.3% |
| 1Y | +46.8% | -37.8% | +84.6% | +48.2% |
| 3Y | +30.5% | +16.6% | +13.9% | +25.2% |
| All | +30.5% | +13.9% | +16.6% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling