-91.1%
AMIX vs ZM
+18.3%
-109.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | -0.4% |
| 7D | -9.9% | +11.0% | -20.9% | -18.0% |
| 30D | -52.8% | +5.6% | -58.4% | -55.4% |
| 3M | -80.0% | -9.1% | -70.9% | -78.8% |
| 6M | -80.2% | -2.6% | -77.7% | -80.8% |
| YTD | -88.1% | +15.7% | -103.8% | -88.0% |
| 1Y | -91.1% | +18.8% | -109.8% | -89.8% |
| All | -91.1% | +18.3% | -109.4% | -89.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling