-36.7%
ZS vs APA
+94.6%
-131.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.2% | -1.3% | -4.5% |
| 7D | -7.8% | +0.5% | -8.4% | -7.8% |
| 30D | +5.0% | +23.4% | -18.4% | +5.2% |
| 3M | +25.5% | +12.7% | +12.8% | +25.8% |
| 6M | +8.7% | +39.4% | -30.7% | +10.7% |
| YTD | -24.5% | +79.0% | -103.5% | -20.5% |
| 1Y | -36.7% | +88.8% | -125.5% | -32.8% |
| All | -36.7% | +94.6% | -131.3% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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