-31.4%
RIVN vs ZS
+0.7%
-32.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.7% |
| 7D | +0.9% | -8.1% | +8.9% | +2.8% |
| 30D | -1.9% | -8.4% | +6.5% | -0.1% |
| 3M | +8.7% | +31.1% | -22.3% | +1.8% |
| 6M | -3.0% | +4.4% | -7.3% | -8.4% |
| YTD | -18.6% | -27.3% | +8.7% | -14.4% |
| 1Y | +15.4% | -41.4% | +56.7% | +28.4% |
| All | -31.4% | +0.7% | -32.2% | -50.0% |
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 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