-37.5%
APH vs ZM
+37.9%
-75.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.8% | -52.6% | -46.3% |
| 7D | -48.7% | +1.1% | -49.8% | -47.5% |
| 30D | -51.9% | +0.7% | -52.6% | -50.8% |
| 3M | -43.6% | -3.7% | -39.9% | -41.7% |
| 6M | -37.5% | +29.9% | -67.4% | -37.3% |
| All | -37.5% | +37.9% | -75.4% | -37.3% |
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 · Available span rolling