-43.6%
ZS vs AMBA
-70.4%
+26.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.1% | -9.2% | -5.2% |
| 7D | -16.9% | -7.2% | -9.7% | -14.7% |
| 30D | -7.4% | -10.4% | +2.9% | -3.8% |
| 3M | +21.6% | -30.1% | +51.7% | +36.0% |
| 6M | +42.4% | -22.4% | +64.8% | +44.1% |
| YTD | -12.1% | -17.3% | +5.2% | -15.0% |
| 1Y | -37.8% | -35.4% | -2.4% | -33.8% |
| 3Y | +20.9% | +18.6% | +2.3% | -13.8% |
| All | -43.6% | -70.4% | +26.9% | -40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling