+483.2%
ZS vs AMBA
+12.5%
+470.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.2% | +0.1% |
| 7D | -2.6% | +2.7% | -5.3% | -3.5% |
| 30D | -12.8% | -2.2% | -10.6% | -12.2% |
| 3M | +2.3% | -26.6% | +28.9% | +11.9% |
| 6M | +26.3% | -26.8% | +53.0% | +30.9% |
| YTD | -14.4% | -15.1% | +0.7% | -17.3% |
| 1Y | -37.6% | -32.3% | -5.4% | -34.8% |
| 3Y | +8.0% | +19.8% | -11.8% | -17.1% |
| 5Y | -44.9% | -69.2% | +24.4% | -39.4% |
| All | +483.2% | +12.5% | +470.8% | +252.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling