+411.0%
KKR vs ZS
+498.3%
-87.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -6.2% | -3.1% | -3.1% | -5.5% |
| 30D | -8.9% | -7.2% | -1.6% | -7.4% |
| 3M | +6.3% | +30.5% | -24.2% | -0.9% |
| 6M | +16.5% | +7.0% | +9.5% | +10.2% |
| YTD | -20.3% | -26.8% | +6.6% | -17.4% |
| 1Y | -29.8% | -42.6% | +12.8% | -23.3% |
| 3Y | +63.2% | -0.3% | +63.5% | +53.5% |
| 5Y | +68.0% | -39.2% | +107.2% | +63.7% |
| All | +411.0% | +498.3% | -87.3% | +237.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling