-26.7%
ZTS vs KWEB
-34.1%
+7.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.5% | +3.0% | +6.5% |
| 7D | +15.4% | +5.8% | +9.6% | +14.1% |
| 30D | +25.8% | -1.0% | +26.7% | +25.6% |
| 3M | +18.1% | -15.8% | +33.9% | +20.8% |
| 6M | -19.7% | -14.9% | -4.8% | -18.1% |
| YTD | -27.5% | -28.6% | +1.1% | -23.9% |
| 1Y | -26.7% | -33.9% | +7.2% | -21.1% |
| All | -26.7% | -34.1% | +7.4% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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