+136.0%
APO vs ZM
-67.1%
+203.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.5% |
| 7D | -1.0% | +0.3% | -1.3% | -1.2% |
| 30D | -0.4% | -10.3% | +9.9% | +2.9% |
| 3M | -0.9% | -0.7% | -0.2% | -1.4% |
| 6M | +22.1% | +24.8% | -2.7% | +10.9% |
| YTD | -8.4% | +11.5% | -19.8% | -14.2% |
| 1Y | -0.9% | +12.3% | -13.3% | -8.0% |
| 3Y | +56.1% | +33.5% | +22.7% | +34.0% |
| 5Y | +136.0% | -67.5% | +203.5% | +183.1% |
| All | +136.0% | -67.1% | +203.1% | +183.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling