+398.6%
ZS vs APTV
-48.1%
+446.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.8% |
| 7D | -3.1% | -5.0% | +1.9% | -1.5% |
| 30D | -7.2% | -6.1% | -1.1% | -5.5% |
| 3M | +30.5% | -33.0% | +63.5% | +46.3% |
| 6M | +7.0% | -35.2% | +42.2% | +18.8% |
| YTD | -26.8% | -40.1% | +13.3% | -16.7% |
| 1Y | -42.6% | -45.6% | +3.0% | -32.5% |
| 3Y | -0.3% | -54.4% | +54.0% | +19.9% |
| 5Y | -39.2% | -68.9% | +29.7% | -19.9% |
| All | +398.6% | -48.1% | +446.7% | +496.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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