+113.7%
KLAC vs ZS
-37.1%
+150.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.5% | +11.8% | +7.3% |
| 7D | +5.7% | -7.8% | +13.6% | +5.8% |
| 30D | -3.6% | +5.0% | -8.7% | -3.6% |
| 3M | -12.8% | +25.5% | -38.3% | -12.8% |
| 6M | +26.1% | +8.7% | +17.4% | +28.4% |
| YTD | +53.3% | -24.5% | +77.8% | +71.0% |
| 1Y | +113.7% | -36.7% | +150.4% | +147.7% |
| All | +113.7% | -37.1% | +150.8% | +147.7% |
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 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