-44.3%
ZS vs AVAV
+28.1%
-72.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.4% | +0.2% |
| 7D | -2.6% | +4.2% | -6.8% | -3.7% |
| 30D | -12.8% | -2.6% | -10.3% | -12.7% |
| 3M | +2.3% | -38.0% | +40.2% | +13.0% |
| 6M | +26.3% | -27.0% | +53.3% | +32.0% |
| YTD | -14.4% | -51.4% | +37.0% | -4.8% |
| 1Y | -37.6% | -60.2% | +22.6% | -27.4% |
| 3Y | +8.0% | -6.7% | +14.7% | -9.1% |
| All | -44.3% | +28.1% | -72.4% | -67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling