+26.2%
KLAC vs ZS
-31.8%
+58.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -4.1% |
| 7D | -5.7% | -12.3% | +6.6% | -6.2% |
| 30D | -27.6% | +11.2% | -38.8% | -27.1% |
| 3M | -23.3% | +37.5% | -60.8% | -21.7% |
| 6M | -12.4% | +57.8% | -70.2% | -8.6% |
| YTD | +23.7% | -0.2% | +23.9% | +38.8% |
| 1Y | +26.2% | -31.6% | +57.8% | +51.4% |
| All | +26.2% | -31.8% | +58.0% | +51.4% |
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 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