-42.6%
ZS vs APTV
-44.8%
+2.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.6% |
| 7D | -3.1% | -5.0% | +1.9% | -3.1% |
| 30D | -7.2% | -6.1% | -1.1% | -7.2% |
| 3M | +30.5% | -33.0% | +63.5% | +30.0% |
| 6M | +7.0% | -35.2% | +42.2% | +11.6% |
| YTD | -26.8% | -40.1% | +13.3% | -21.8% |
| 1Y | -42.6% | -45.6% | +3.0% | -35.7% |
| All | -42.6% | -44.8% | +2.2% | -35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling