+32.4%
KRE vs ZTS
-62.5%
+94.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.1% |
| 7D | -1.1% | -3.8% | +2.7% | +0.1% |
| 30D | -3.4% | -2.0% | -1.4% | -3.0% |
| 3M | +3.7% | -10.2% | +13.9% | +6.7% |
| 6M | +14.8% | -39.4% | +54.2% | +32.5% |
| YTD | +14.7% | -40.8% | +55.5% | +33.4% |
| 1Y | +16.0% | -50.1% | +66.1% | +42.6% |
| 3Y | +84.3% | -58.9% | +143.1% | +139.3% |
| All | +32.4% | -62.5% | +94.9% | +66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling