+202.6%
ZTS vs APO
+1,096.5%
-893.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.8% |
| 7D | +1.0% | +3.5% | -2.4% | +0.2% |
| 30D | +12.4% | +4.4% | +8.1% | +11.2% |
| 3M | +13.6% | -12.1% | +25.7% | +17.3% |
| 6M | +9.3% | -7.2% | +16.6% | +11.0% |
| YTD | -32.6% | -15.1% | -17.5% | -30.4% |
| 1Y | -30.0% | -7.7% | -22.4% | -29.4% |
| 3Y | -48.7% | +49.6% | -98.3% | -56.7% |
| 5Y | -59.3% | +78.3% | -137.6% | -68.3% |
| 10Y | +79.8% | +827.7% | -747.9% | -14.2% |
| All | +202.6% | +1,096.5% | -893.9% | +33.3% |
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