+32.7%
KO vs ZS
-37.1%
+69.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.5% | +3.7% | -1.1% |
| 7D | -1.8% | -7.8% | +6.1% | -2.3% |
| 30D | +1.4% | +5.0% | -3.6% | +1.9% |
| 3M | +15.4% | +25.5% | -10.2% | +17.6% |
| 6M | +14.3% | +8.7% | +5.6% | +16.8% |
| YTD | +27.7% | -24.5% | +52.2% | +26.3% |
| 1Y | +32.7% | -36.7% | +69.4% | +31.7% |
| All | +32.7% | -37.1% | +69.8% | +31.7% |
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