+249.2%
ASX vs ZM
+14.8%
+234.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.8% | +10.9% | +6.4% |
| 7D | +6.3% | +1.6% | +4.7% | +6.0% |
| 30D | +6.4% | -7.7% | +14.1% | +6.8% |
| 3M | +13.1% | -4.7% | +17.8% | +15.0% |
| 6M | +90.3% | +24.4% | +65.9% | +83.8% |
| YTD | +149.6% | +11.8% | +137.9% | +145.5% |
| 1Y | +249.2% | +13.4% | +235.8% | +242.8% |
| All | +249.2% | +14.8% | +234.4% | +242.8% |
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