-26.3%
APH vs ZM
+21.7%
-48.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.8% | -52.6% | -47.1% |
| 7D | -48.7% | +1.1% | -49.8% | -48.1% |
| 30D | -51.9% | +0.7% | -52.6% | -51.4% |
| 3M | -43.6% | -3.7% | -39.9% | -42.5% |
| 6M | -37.5% | +29.9% | -67.4% | -37.9% |
| YTD | -38.6% | +17.4% | -56.1% | -39.0% |
| 1Y | -26.3% | +22.4% | -48.7% | -26.7% |
| All | -26.3% | +21.7% | -48.0% | -26.7% |
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 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