+14.7%
RIVN vs ZS
-41.7%
+56.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.2% |
| 7D | +1.8% | -3.1% | +4.9% | +2.3% |
| 30D | +0.6% | -7.2% | +7.8% | +1.6% |
| 3M | +3.2% | +30.5% | -27.3% | -0.5% |
| 6M | -3.7% | +7.0% | -10.7% | -7.4% |
| YTD | -18.7% | -26.8% | +8.2% | -15.8% |
| 1Y | +14.7% | -42.6% | +57.3% | +25.2% |
| All | +14.7% | -41.7% | +56.4% | +25.2% |
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 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