+121.9%
KRE vs ZTS
+58.7%
+63.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -1.8% | -3.7% | +1.9% | -0.4% |
| 30D | -4.5% | -0.8% | -3.7% | -4.5% |
| 3M | +2.7% | -9.7% | +12.5% | +6.2% |
| 6M | +16.9% | -38.4% | +55.2% | +38.3% |
| YTD | +15.4% | -41.1% | +56.5% | +38.9% |
| 1Y | +16.1% | -50.6% | +66.7% | +49.5% |
| 3Y | +85.7% | -59.1% | +144.9% | +154.4% |
| 5Y | +33.3% | -62.7% | +96.0% | +85.5% |
| All | +121.9% | +58.7% | +63.2% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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