-24.5%
KVUE vs ZS
+86.8%
-111.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | -5.1% | -3.1% | -2.0% | -5.1% |
| 30D | -6.3% | -7.2% | +0.9% | -6.3% |
| 3M | -0.5% | +30.5% | -31.0% | -0.4% |
| 6M | +3.1% | +7.0% | -3.9% | +3.2% |
| YTD | +6.7% | -26.8% | +33.5% | +7.3% |
| 1Y | -1.1% | -42.6% | +41.5% | -0.2% |
| 3Y | -8.7% | -0.3% | -8.4% | -10.9% |
| All | -24.5% | +86.8% | -111.3% | -28.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling