+390.7%
ZS vs KMX
-2.6%
+393.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.3% | -0.3% | -3.4% |
| 7D | -9.2% | -0.7% | -8.5% | -9.0% |
| 30D | -4.0% | +4.1% | -8.1% | -5.3% |
| 3M | +25.3% | +27.5% | -2.2% | +15.6% |
| 6M | -1.3% | +43.6% | -44.9% | -13.6% |
| YTD | -28.0% | +56.8% | -84.8% | -39.1% |
| 1Y | -42.5% | -1.3% | -41.2% | -44.8% |
| 3Y | +0.7% | -25.4% | +26.1% | +2.7% |
| 5Y | -42.3% | -53.9% | +11.6% | -35.1% |
| All | +390.7% | -2.6% | +393.4% | +320.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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