-30.5%
ACHR vs ZM
-60.9%
+30.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.1% | -9.1% | -8.2% |
| 7D | -9.2% | +11.0% | -20.3% | -14.9% |
| 30D | -1.0% | +5.6% | -6.6% | -4.4% |
| 3M | -42.2% | -9.1% | -33.0% | -39.1% |
| 6M | -38.2% | -2.6% | -35.6% | -38.3% |
| YTD | -46.4% | +15.7% | -62.1% | -54.0% |
| 1Y | -49.4% | +18.8% | -68.1% | -57.4% |
| 3Y | -22.5% | +62.2% | -84.7% | -47.2% |
| All | -30.5% | -60.9% | +30.3% | -9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling