+398.6%
ZS vs AMP
+320.8%
+77.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | -3.1% | -0.5% | -2.6% | -2.9% |
| 30D | -7.2% | -1.3% | -5.9% | -6.7% |
| 3M | +30.5% | +24.2% | +6.3% | +19.1% |
| 6M | +7.0% | +24.6% | -17.6% | -2.3% |
| YTD | -26.8% | +14.8% | -41.7% | -31.1% |
| 1Y | -42.6% | +12.8% | -55.4% | -45.7% |
| 3Y | -0.3% | +69.0% | -69.3% | -20.0% |
| 5Y | -39.2% | +124.9% | -164.1% | -55.6% |
| All | +398.6% | +320.8% | +77.8% | +192.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling