+66.5%
KKR vs ZS
-38.5%
+105.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | -6.2% | -3.1% | -3.1% | -5.3% |
| 30D | -8.9% | -7.2% | -1.6% | -7.1% |
| 3M | +6.3% | +30.5% | -24.2% | -2.7% |
| 6M | +16.5% | +7.0% | +9.5% | +8.0% |
| YTD | -20.3% | -26.8% | +6.6% | -16.5% |
| 1Y | -29.8% | -42.6% | +12.8% | -21.0% |
| 3Y | +63.2% | -0.3% | +63.5% | +48.2% |
| All | +66.5% | -38.5% | +105.0% | +52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling