+385.1%
APO vs ZM
+53.5%
+331.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +1.4% |
| 7D | +5.8% | +11.0% | -5.3% | +4.1% |
| 30D | +8.9% | +5.6% | +3.2% | +7.9% |
| 3M | -13.6% | -9.1% | -4.5% | -12.7% |
| 6M | -5.4% | -2.6% | -2.8% | -5.7% |
| YTD | -13.6% | +15.7% | -29.3% | -16.5% |
| 1Y | -2.5% | +18.8% | -21.2% | -6.1% |
| 3Y | +50.9% | +62.2% | -11.3% | +38.9% |
| 5Y | +81.4% | -60.9% | +142.2% | +76.7% |
| All | +385.1% | +53.5% | +331.5% | +336.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling