+174.6%
ZTS vs APO
+1,217.9%
-1,043.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -2.0% | -1.0% | -1.0% | -1.8% |
| 30D | +1.9% | +3.5% | -1.6% | +1.0% |
| 3M | -4.0% | +4.5% | -8.5% | -5.4% |
| 6M | -39.1% | +22.8% | -61.9% | -42.5% |
| YTD | -38.8% | -6.5% | -32.3% | -38.3% |
| 1Y | -49.6% | +0.8% | -50.4% | -50.5% |
| 3Y | -59.0% | +62.0% | -120.9% | -66.1% |
| 5Y | -61.8% | +138.2% | -200.0% | -72.6% |
| 10Y | +61.4% | +940.3% | -878.8% | -25.1% |
| All | +174.6% | +1,217.9% | -1,043.3% | +18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling