+414.5%
ZS vs AVAV
+197.0%
+217.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.7% | -2.8% | -4.1% |
| 7D | -7.8% | -2.2% | -5.6% | -7.3% |
| 30D | +5.0% | -13.9% | +19.0% | +8.4% |
| 3M | +25.5% | -29.2% | +54.8% | +33.4% |
| 6M | +8.7% | -36.1% | +44.8% | +17.0% |
| YTD | -24.5% | -40.2% | +15.7% | -19.4% |
| 1Y | -36.7% | -36.2% | -0.5% | -34.1% |
| 3Y | +7.2% | +47.5% | -40.3% | -16.3% |
| 5Y | -40.9% | +39.3% | -80.2% | -55.4% |
| All | +414.5% | +197.0% | +217.5% | +261.7% |
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 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