+78.3%
APO vs ZM
-60.7%
+138.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | +3.5% | +10.0% | -6.5% | +0.3% |
| 30D | +4.4% | -0.5% | +4.8% | +4.1% |
| 3M | -12.1% | -7.1% | -5.0% | -10.7% |
| 6M | -7.2% | -5.1% | -2.1% | -7.4% |
| YTD | -15.1% | +13.2% | -28.3% | -21.3% |
| 1Y | -7.7% | +15.3% | -23.0% | -15.2% |
| 3Y | +49.6% | +57.4% | -7.8% | +20.9% |
| 5Y | +78.3% | -61.7% | +140.0% | +88.9% |
| All | +78.3% | -60.7% | +138.9% | +88.9% |
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 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