+426.2%
KKR vs ZS
+504.0%
-77.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.1% | -2.2% |
| 7D | -2.2% | -3.8% | +1.6% | -1.3% |
| 30D | +0.3% | -6.0% | +6.2% | +1.5% |
| 3M | +8.8% | +32.0% | -23.2% | +1.2% |
| 6M | +14.9% | +2.1% | +12.8% | +10.0% |
| YTD | -17.9% | -26.2% | +8.3% | -15.2% |
| 1Y | -23.7% | -41.2% | +17.5% | -17.1% |
| 3Y | +69.1% | +3.3% | +65.7% | +57.8% |
| 5Y | +72.6% | -40.7% | +113.3% | +68.7% |
| All | +426.2% | +504.0% | -77.8% | +246.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling