+174.6%
ZTS vs APTV
+61.2%
+113.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -1.4% |
| 7D | -2.0% | +4.8% | -6.8% | -3.2% |
| 30D | +1.9% | +2.0% | -0.1% | +1.2% |
| 3M | -4.0% | -34.2% | +30.2% | +5.7% |
| 6M | -39.1% | -34.7% | -4.5% | -33.4% |
| YTD | -38.8% | -37.0% | -1.8% | -32.7% |
| 1Y | -49.6% | -40.4% | -9.2% | -43.8% |
| 3Y | -59.0% | -54.1% | -4.9% | -52.6% |
| 5Y | -61.8% | -68.0% | +6.3% | -53.0% |
| 10Y | +61.4% | -15.5% | +77.0% | +39.8% |
| All | +174.6% | +61.2% | +113.4% | +93.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling