-26.7%
ZTS vs KEY
+29.6%
-56.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.5% | +6.0% | +6.8% |
| 7D | +15.4% | +1.7% | +13.8% | +14.7% |
| 30D | +25.8% | +6.8% | +19.0% | +22.4% |
| 3M | +18.1% | -5.8% | +23.9% | +20.9% |
| 6M | -19.7% | +1.4% | -21.2% | -20.8% |
| YTD | -27.5% | +7.5% | -35.0% | -30.3% |
| 1Y | -26.7% | +29.6% | -56.3% | -35.9% |
| All | -26.7% | +29.6% | -56.3% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 1y: compounded portfolio wealth divided by compounded KEY 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…
1y analysis · Full analysis span regression · 6 months rolling