-39.7%
ZS vs AMIX
-80.5%
+40.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.9% | -2.6% | -4.5% |
| 7D | -7.8% | -13.7% | +5.9% | -7.7% |
| 30D | +5.0% | -62.1% | +67.1% | +6.1% |
| 3M | +25.5% | -46.2% | +71.7% | +21.4% |
| 6M | +8.7% | -46.4% | +55.1% | +5.1% |
| YTD | -24.5% | -60.3% | +35.8% | -27.4% |
| All | -39.7% | -80.5% | +40.8% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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