+736.9%
AAOI vs ZM
+47.0%
+689.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.2% | -5.7% | +5.5% | +1.6% |
| 30D | -23.7% | -9.1% | -14.6% | -21.8% |
| 3M | -39.0% | +3.5% | -42.5% | -40.4% |
| 6M | -17.0% | +25.7% | -42.7% | -24.0% |
| YTD | +202.2% | +10.8% | +191.5% | +185.0% |
| 1Y | +292.4% | +12.8% | +279.6% | +268.0% |
| 3Y | +804.4% | +33.1% | +771.2% | +719.5% |
| 5Y | +1,318.0% | -68.3% | +1,386.3% | +1,528.2% |
| All | +736.9% | +47.0% | +689.8% | +739.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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