+1,590.5%
KLAC vs ZS
+498.3%
+1,092.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.3% | +1.8% |
| 7D | -2.7% | -3.1% | +0.4% | -2.0% |
| 30D | -13.2% | -7.2% | -6.0% | -12.0% |
| 3M | -25.0% | +30.5% | -55.5% | -30.6% |
| 6M | +23.6% | +7.0% | +16.6% | +15.6% |
| YTD | +49.2% | -26.8% | +76.1% | +52.9% |
| 1Y | +89.3% | -42.6% | +131.9% | +106.8% |
| 3Y | +274.4% | -0.3% | +274.7% | +242.6% |
| 5Y | +440.9% | -39.2% | +480.2% | +422.1% |
| All | +1,590.5% | +498.3% | +1,092.2% | +917.9% |
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