-4.4%
KVUE vs ZS
-37.1%
+32.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.5% | +3.4% | -1.3% |
| 7D | -2.2% | -7.8% | +5.6% | -2.5% |
| 30D | -3.7% | +5.0% | -8.7% | -3.4% |
| 3M | +12.3% | +25.5% | -13.3% | +13.5% |
| 6M | +5.4% | +8.7% | -3.3% | +6.9% |
| YTD | +12.4% | -24.5% | +37.0% | +11.4% |
| 1Y | -4.4% | -36.7% | +32.3% | -6.6% |
| All | -4.4% | -37.1% | +32.7% | -6.6% |
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