-62.8%
ZTS vs APO
+134.3%
-197.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.7% |
| 7D | -4.8% | +0.1% | -4.9% | -4.8% |
| 30D | +1.2% | +3.9% | -2.6% | +0.4% |
| 3M | -6.0% | +3.8% | -9.8% | -7.0% |
| 6M | -38.7% | +22.3% | -61.0% | -41.5% |
| YTD | -40.6% | -7.8% | -32.8% | -40.1% |
| 1Y | -50.6% | -0.3% | -50.3% | -51.2% |
| 3Y | -58.7% | +57.1% | -115.9% | -65.5% |
| 5Y | -62.8% | +137.0% | -199.8% | -73.6% |
| All | -62.8% | +134.3% | -197.2% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling