-80.9%
AMIX vs ZM
-17.0%
-63.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.3% | -2.3% | +0.2% |
| 7D | -25.5% | -9.1% | -16.4% | -11.5% |
| 30D | -56.2% | -5.7% | -50.5% | -52.7% |
| 3M | -87.4% | -11.7% | -75.7% | -86.8% |
| 6M | -80.9% | -18.6% | -62.3% | -78.2% |
| All | -80.9% | -17.0% | -63.9% | -78.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling