+4.3%
ZS vs AMBA
-1.0%
+5.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -4.3% |
| 7D | -7.8% | -11.0% | +3.1% | -5.3% |
| 30D | +5.0% | -23.2% | +28.2% | +11.5% |
| 3M | +25.5% | -12.7% | +38.2% | +25.7% |
| 6M | +8.7% | +11.2% | -2.5% | -1.0% |
| YTD | -24.5% | -11.2% | -13.3% | -27.0% |
| 1Y | -36.7% | -22.5% | -14.2% | -36.7% |
| All | +4.3% | -1.0% | +5.3% | -7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling