-4.3%
AKAM vs ZM
-67.8%
+63.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.5% | -3.1% |
| 7D | +0.6% | -2.7% | +3.3% | +1.2% |
| 30D | -8.2% | -10.0% | +1.8% | -6.0% |
| 3M | -17.6% | +1.6% | -19.2% | -18.3% |
| 6M | +2.5% | +25.0% | -22.5% | -3.5% |
| YTD | +22.8% | +10.6% | +12.2% | +18.4% |
| 1Y | +39.6% | +14.0% | +25.6% | +33.5% |
| 3Y | +2.3% | +32.5% | -30.1% | -6.4% |
| 5Y | -4.3% | -68.3% | +64.0% | +0.6% |
| All | -4.3% | -67.8% | +63.6% | +0.6% |
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