+78.9%
ZTS vs APO
+847.3%
-768.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -7.4% | +0.2% | -7.6% | -7.4% |
| 30D | +9.9% | +3.1% | +6.8% | +9.0% |
| 3M | +10.3% | -12.0% | +22.3% | +14.0% |
| 6M | +9.2% | -5.0% | +14.1% | +10.2% |
| YTD | -32.9% | -14.0% | -18.9% | -30.9% |
| 1Y | -29.7% | -5.9% | -23.8% | -29.4% |
| 3Y | -49.0% | +51.6% | -100.5% | -57.6% |
| 5Y | -59.3% | +80.8% | -140.1% | -69.0% |
| 10Y | +78.9% | +839.9% | -761.0% | -20.4% |
| All | +78.9% | +847.3% | -768.4% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling