+395.4%
ZS vs RBA
+189.4%
+206.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.2% |
| 7D | -8.1% | -3.3% | -4.8% | -6.8% |
| 30D | -8.4% | -9.8% | +1.3% | -4.6% |
| 3M | +31.1% | -23.5% | +54.5% | +44.7% |
| 6M | +4.4% | -21.5% | +25.9% | +13.8% |
| YTD | -27.3% | -21.2% | -6.2% | -21.2% |
| 1Y | -41.4% | -30.2% | -11.2% | -33.2% |
| 3Y | +1.7% | +25.3% | -23.6% | -10.7% |
| 5Y | -39.6% | +35.1% | -74.7% | -49.8% |
| All | +395.4% | +189.4% | +206.0% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RBA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling