+267.2%
KLAC vs ZS
+0.7%
+266.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.6% | -2.8% |
| 7D | +2.5% | -8.1% | +10.5% | +3.9% |
| 30D | -11.5% | -8.4% | -3.1% | -10.4% |
| 3M | -16.9% | +31.1% | -48.0% | -22.0% |
| 6M | +22.2% | +4.4% | +17.9% | +16.5% |
| YTD | +46.4% | -27.3% | +73.7% | +56.7% |
| 1Y | +91.0% | -41.4% | +132.4% | +120.6% |
| All | +267.2% | +0.7% | +266.4% | +207.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling