-55.4%
APP vs ZM
+8.0%
-63.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | 0.0% | +10.7% | +10.7% |
| 7D | +4.5% | -8.4% | +12.9% | +7.8% |
| 30D | -3.6% | -1.9% | -1.7% | -2.9% |
| 3M | -35.3% | -10.1% | -25.2% | -33.2% |
| 6M | -42.8% | -13.9% | -28.9% | -40.8% |
| YTD | -59.7% | +6.4% | -66.1% | -61.6% |
| 1Y | -55.4% | +9.6% | -64.9% | -57.3% |
| All | -55.4% | +8.0% | -63.4% | -57.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling