-37.1%
APP vs ZM
+12.0%
-49.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.0% | +2.8% | +4.2% |
| 7D | +79.2% | -0.3% | +79.5% | +78.9% |
| 30D | +48.0% | -6.2% | +54.2% | +51.0% |
| 3M | +18.2% | -12.2% | +30.5% | +22.8% |
| 6M | -12.5% | -16.0% | +3.5% | -8.9% |
| YTD | -39.2% | +6.3% | -45.4% | -42.2% |
| All | -37.1% | +12.0% | -49.0% | -39.5% |
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