-31.6%
ZS vs KEY
+29.6%
-61.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.4% |
| 7D | -12.3% | +1.7% | -13.9% | -12.4% |
| 30D | +11.2% | +6.8% | +4.4% | +10.5% |
| 3M | +37.5% | -5.8% | +43.3% | +39.2% |
| 6M | +57.8% | +1.4% | +56.4% | +57.6% |
| YTD | -0.2% | +7.5% | -7.7% | -2.1% |
| 1Y | -31.6% | +29.6% | -61.3% | -40.7% |
| All | -31.6% | +29.6% | -61.3% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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