+0.7%
ZS vs APA
+9.3%
-8.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.8% | -6.5% | -4.9% |
| 7D | -9.2% | -1.7% | -7.5% | -9.0% |
| 30D | -4.0% | +15.7% | -19.7% | -5.9% |
| 3M | +25.3% | +16.5% | +8.8% | +22.5% |
| 6M | -1.3% | +35.1% | -36.4% | -5.9% |
| YTD | -28.0% | +82.2% | -110.2% | -34.5% |
| 1Y | -42.5% | +102.5% | -145.0% | -49.1% |
| 3Y | +0.7% | +10.3% | -9.6% | -18.4% |
| All | +0.7% | +9.3% | -8.6% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling