-54.0%
KWEB vs ZS
+504.0%
-558.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -4.9% | -2.8% |
| 7D | -3.6% | -3.8% | +0.3% | -2.9% |
| 30D | -14.9% | -6.0% | -8.9% | -14.2% |
| 3M | -5.4% | +32.0% | -37.4% | -11.6% |
| 6M | -18.9% | +2.1% | -21.0% | -22.2% |
| YTD | -27.2% | -26.2% | -1.1% | -25.5% |
| 1Y | -34.2% | -41.2% | +6.9% | -29.3% |
| 3Y | +0.6% | +3.3% | -2.7% | -9.3% |
| 5Y | -43.5% | -40.7% | -2.8% | -45.9% |
| All | -54.0% | +504.0% | -558.0% | -73.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling