-62.3%
ZTS vs KR
+52.3%
-114.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.6% | -0.1% |
| 7D | -3.7% | -0.2% | -3.6% | -3.7% |
| 30D | -0.8% | +5.1% | -5.8% | -1.2% |
| 3M | -9.7% | -8.2% | -1.6% | -9.2% |
| 6M | -38.4% | -18.0% | -20.4% | -37.6% |
| YTD | -41.1% | -4.8% | -36.3% | -41.2% |
| 1Y | -50.6% | -11.0% | -39.6% | -50.4% |
| 3Y | -59.1% | +37.7% | -96.8% | -60.7% |
| All | -62.3% | +52.3% | -114.7% | -63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling