-59.2%
ZTS vs APTV
-77.5%
+18.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.8% |
| 7D | +1.0% | -5.0% | +6.0% | +2.3% |
| 30D | +12.4% | -12.3% | +24.7% | +16.1% |
| 3M | +13.6% | -19.9% | +33.5% | +19.6% |
| 6M | +9.3% | -29.4% | +38.7% | +16.6% |
| YTD | -32.6% | -49.0% | +16.4% | -22.2% |
| 1Y | -30.0% | -53.1% | +23.1% | -17.5% |
| 3Y | -48.7% | -48.9% | +0.2% | -42.9% |
| All | -59.2% | -77.5% | +18.3% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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