+205.7%
ZTS vs APTV
+30.3%
+175.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +5.6% | -1.7% | +7.3% | +6.0% |
| 30D | +12.1% | -11.6% | +23.7% | +15.7% |
| 3M | +11.3% | -21.2% | +32.5% | +18.0% |
| 6M | +14.3% | -28.5% | +42.8% | +22.2% |
| YTD | -31.9% | -49.1% | +17.2% | -21.0% |
| 1Y | -29.3% | -52.2% | +22.9% | -16.6% |
| 3Y | -48.0% | -48.6% | +0.6% | -41.7% |
| 5Y | -58.9% | -77.3% | +18.4% | -44.8% |
| 10Y | +81.7% | -26.9% | +108.5% | +62.8% |
| All | +205.7% | +30.3% | +175.4% | +126.6% |
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