-31.6%
ZS vs BAM
+4.2%
-35.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.5% | -2.8% |
| 7D | -12.3% | +14.2% | -26.5% | -17.4% |
| 30D | +11.2% | +21.0% | -9.8% | +1.7% |
| 3M | +37.5% | +5.2% | +32.3% | +34.8% |
| 6M | +57.8% | +16.0% | +41.9% | +46.3% |
| YTD | -0.2% | +6.5% | -6.7% | -5.3% |
| 1Y | -31.6% | +4.4% | -36.0% | -34.9% |
| All | -31.6% | +4.2% | -35.9% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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