+390.7%
ZS vs AVAV
+205.5%
+185.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.9% | -7.5% | -5.3% |
| 7D | -9.2% | +3.2% | -12.4% | -9.9% |
| 30D | -4.0% | -20.3% | +16.3% | +0.7% |
| 3M | +25.3% | -19.4% | +44.7% | +29.3% |
| 6M | -1.3% | -35.3% | +34.0% | +5.9% |
| YTD | -28.0% | -38.5% | +10.5% | -23.6% |
| 1Y | -42.5% | -37.2% | -5.3% | -39.9% |
| 3Y | +0.7% | +31.1% | -30.4% | -18.1% |
| 5Y | -42.3% | +41.0% | -83.3% | -56.5% |
| All | +390.7% | +205.5% | +185.2% | +242.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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