+744.9%
AXON vs ZM
+48.4%
+696.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.8% | +2.8% | -0.7% |
| 7D | -2.5% | +1.6% | -4.1% | -2.9% |
| 30D | -11.5% | -7.7% | -3.8% | -9.7% |
| 3M | +7.3% | -4.7% | +12.0% | +8.5% |
| 6M | -11.9% | +24.4% | -36.4% | -17.2% |
| YTD | -11.0% | +11.8% | -22.8% | -14.8% |
| 1Y | -31.8% | +13.4% | -45.1% | -35.0% |
| 3Y | +135.4% | +33.8% | +101.6% | +111.8% |
| 5Y | +176.9% | -67.2% | +244.0% | +221.9% |
| All | +744.9% | +48.4% | +696.5% | +682.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling