+188.5%
KR vs ZS
+494.5%
-306.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +0.9% |
| 7D | -2.7% | -8.1% | +5.4% | -2.5% |
| 30D | +1.9% | -8.4% | +10.4% | +2.1% |
| 3M | -11.0% | +31.1% | -42.1% | -11.6% |
| 6M | -20.2% | +4.4% | -24.6% | -20.5% |
| YTD | -7.3% | -27.3% | +20.0% | -7.0% |
| 1Y | -13.1% | -41.4% | +28.2% | -12.5% |
| 3Y | +29.7% | +1.7% | +28.0% | +28.0% |
| 5Y | +48.8% | -39.6% | +88.4% | +46.1% |
| All | +188.5% | +494.5% | -306.0% | +144.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling