+499.0%
ZS vs AVAV
+131.5%
+367.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +10.5% | -13.5% | -5.4% |
| 7D | -16.9% | -10.6% | -6.3% | -15.0% |
| 30D | -7.4% | -18.8% | +11.4% | -3.4% |
| 3M | +21.6% | -34.1% | +55.7% | +32.7% |
| 6M | +42.4% | -35.3% | +77.7% | +52.9% |
| YTD | -12.1% | -53.4% | +41.3% | -1.1% |
| 1Y | -37.8% | -65.6% | +27.8% | -25.3% |
| 3Y | +20.9% | -5.1% | +26.0% | +5.7% |
| 5Y | -41.6% | +18.5% | -60.1% | -54.3% |
| All | +499.0% | +131.5% | +367.4% | +343.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling