-58.7%
ZTS vs APA
+9.3%
-68.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.1% |
| 7D | -4.8% | -1.7% | -3.1% | -4.7% |
| 30D | +1.2% | +15.7% | -14.5% | 0.0% |
| 3M | -6.0% | +16.5% | -22.5% | -7.3% |
| 6M | -38.7% | +35.1% | -73.8% | -40.6% |
| YTD | -40.6% | +82.2% | -122.8% | -44.0% |
| 1Y | -50.6% | +102.5% | -153.1% | -54.1% |
| 3Y | -58.7% | +10.3% | -69.1% | -61.7% |
| All | -58.7% | +9.3% | -68.1% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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