+8.0%
ZS vs BAM
+85.6%
-77.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -2.6% | -2.7% | +0.1% | -1.3% |
| 30D | -12.8% | +15.5% | -28.3% | -19.5% |
| 3M | +2.3% | -6.9% | +9.1% | +5.8% |
| 6M | +26.3% | +9.9% | +16.4% | +19.0% |
| YTD | -14.4% | +1.4% | -15.8% | -16.0% |
| 1Y | -37.6% | +3.3% | -40.9% | -39.5% |
| 3Y | +8.0% | +83.6% | -75.6% | -23.0% |
| All | +8.0% | +85.6% | -77.6% | -23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling