+402.5%
APO vs ZM
+46.9%
+355.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -4.9% | -2.7% | -2.2% | -4.5% |
| 30D | -8.4% | -10.0% | +1.6% | -7.1% |
| 3M | -2.1% | +1.6% | -3.6% | -2.5% |
| 6M | +19.2% | +25.0% | -5.7% | +14.6% |
| YTD | -10.5% | +10.6% | -21.2% | -12.7% |
| 1Y | -2.7% | +14.0% | -16.7% | -5.7% |
| 3Y | +52.5% | +32.5% | +20.0% | +44.1% |
| 5Y | +132.1% | -68.3% | +200.4% | +128.1% |
| All | +402.5% | +46.9% | +355.7% | +355.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling