+395.4%
ZS vs APA
+57.4%
+338.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.5% |
| 7D | -8.1% | +0.8% | -8.8% | -8.1% |
| 30D | -8.4% | +9.6% | -18.1% | -9.4% |
| 3M | +31.1% | +18.0% | +13.1% | +28.4% |
| 6M | +4.4% | +41.9% | -37.5% | -0.1% |
| YTD | -27.3% | +86.3% | -113.6% | -32.6% |
| 1Y | -41.4% | +97.9% | -139.2% | -46.3% |
| 3Y | +1.7% | +12.8% | -11.1% | -3.3% |
| 5Y | -39.6% | +177.2% | -216.8% | -46.4% |
| All | +395.4% | +57.4% | +338.0% | +288.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling