-43.0%
APP vs ZM
+14.8%
-57.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.8% | +2.2% | -1.3% |
| 7D | +0.1% | +1.6% | -1.5% | -0.4% |
| 30D | -10.0% | -7.7% | -2.3% | -8.1% |
| 3M | -44.6% | -4.7% | -40.0% | -44.5% |
| 6M | -37.9% | +24.4% | -62.3% | -42.3% |
| YTD | -53.7% | +11.8% | -65.5% | -56.1% |
| 1Y | -43.0% | +13.4% | -56.3% | -44.6% |
| All | -43.0% | +14.8% | -57.8% | -44.6% |
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