+505.7%
AMKR vs ZM
+48.4%
+457.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.8% | +11.0% | +7.0% |
| 7D | +11.1% | +1.6% | +9.5% | +10.7% |
| 30D | -8.1% | -7.7% | -0.4% | -6.9% |
| 3M | -25.6% | -4.7% | -20.9% | -25.3% |
| 6M | +22.5% | +24.4% | -1.9% | +16.6% |
| YTD | +29.1% | +11.8% | +17.3% | +24.9% |
| 1Y | +105.7% | +13.4% | +92.3% | +98.4% |
| 3Y | +133.2% | +33.8% | +99.4% | +117.4% |
| 5Y | +98.5% | -67.2% | +165.7% | +98.9% |
| All | +505.7% | +48.4% | +457.3% | +554.9% |
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