-59.2%
ZTS vs KR
+30.0%
-89.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -4.5% | -2.7% | -1.8% | -4.3% |
| 30D | -3.3% | +1.9% | -5.2% | -3.4% |
| 3M | -9.7% | -11.0% | +1.3% | -9.4% |
| 6M | -38.8% | -20.2% | -18.6% | -38.4% |
| YTD | -41.2% | -7.3% | -33.9% | -41.3% |
| 1Y | -50.3% | -13.1% | -37.2% | -50.2% |
| All | -59.2% | +30.0% | -89.2% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 3y: compounded portfolio wealth divided by compounded KR 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…
3y analysis · Full analysis span regression · 6 months rolling