-14.8%
KMB vs ZS
-37.1%
+22.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.5% | +1.7% | -3.0% |
| 7D | -4.2% | -7.8% | +3.6% | -4.6% |
| 30D | -6.6% | +5.0% | -11.6% | -6.2% |
| 3M | +12.6% | +25.5% | -12.9% | +14.6% |
| 6M | +2.9% | +8.7% | -5.8% | +5.0% |
| YTD | +6.8% | -24.5% | +31.3% | +3.7% |
| 1Y | -14.8% | -36.7% | +21.9% | -22.6% |
| All | -14.8% | -37.1% | +22.3% | -22.6% |
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