-36.7%
ZS vs AMCR
+13.1%
-49.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.5% |
| 7D | -7.8% | -1.9% | -6.0% | -8.1% |
| 30D | +5.0% | -4.1% | +9.1% | +4.4% |
| 3M | +25.5% | +21.7% | +3.9% | +32.1% |
| 6M | +8.7% | +1.5% | +7.2% | +10.9% |
| YTD | -24.5% | +13.1% | -37.6% | -22.2% |
| 1Y | -36.7% | +13.0% | -49.7% | -32.8% |
| All | -36.7% | +13.1% | -49.8% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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