+138.7%
AXON vs ZM
+38.4%
+100.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.3% | -7.4% | -5.2% |
| 7D | -14.2% | +2.9% | -17.1% | -14.9% |
| 30D | -15.4% | +0.7% | -16.1% | -15.6% |
| 3M | +0.5% | -3.7% | +4.2% | +1.2% |
| 6M | -9.5% | +29.9% | -39.4% | -16.4% |
| YTD | -9.2% | +17.4% | -26.6% | -14.7% |
| 1Y | -29.4% | +22.4% | -51.8% | -34.7% |
| All | +138.7% | +38.4% | +100.2% | +107.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling