-31.6%
ZS vs AMP
+18.6%
-50.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.5% | -4.8% | -2.0% |
| 7D | -12.3% | +7.7% | -19.9% | -14.9% |
| 30D | +11.2% | +6.6% | +4.7% | +8.2% |
| 3M | +37.5% | -4.7% | +42.2% | +41.2% |
| 6M | +57.8% | +12.9% | +44.9% | +47.1% |
| YTD | -0.2% | +8.6% | -8.8% | -7.6% |
| 1Y | -31.6% | +18.2% | -49.9% | -39.5% |
| All | -31.6% | +18.6% | -50.2% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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