-1.9%
KWEB vs ZS
+1.4%
-3.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | 0.0% | +0.6% |
| 7D | -5.6% | -3.1% | -2.5% | -5.3% |
| 30D | -10.7% | -7.2% | -3.5% | -10.2% |
| 3M | -7.4% | +30.5% | -37.9% | -10.3% |
| 6M | -19.3% | +7.0% | -26.3% | -21.5% |
| YTD | -27.8% | -26.8% | -0.9% | -25.9% |
| 1Y | -35.9% | -42.6% | +6.7% | -31.8% |
| 3Y | -1.9% | -0.3% | -1.6% | -15.7% |
| All | -1.9% | +1.4% | -3.3% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling