+86.2%
ARKK vs ZM
+48.0%
+38.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | +1.4% | +0.3% | +1.1% | +1.2% |
| 30D | +5.1% | -10.3% | +15.4% | +9.5% |
| 3M | +12.7% | -0.7% | +13.4% | +12.0% |
| 6M | +13.8% | +24.8% | -11.0% | +1.2% |
| YTD | +9.9% | +11.5% | -1.5% | +1.3% |
| 1Y | +10.4% | +12.3% | -1.9% | +1.0% |
| 3Y | +93.6% | +33.5% | +60.1% | +63.7% |
| 5Y | -29.4% | -67.5% | +38.1% | -11.4% |
| All | +86.2% | +48.0% | +38.2% | +82.0% |
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