+2,587.6%
AXTI vs ZM
+33.5%
+2,554.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +5.1% | -5.7% | +10.8% | +8.0% |
| 30D | -17.5% | -9.1% | -8.4% | -13.9% |
| 3M | -26.7% | +3.5% | -30.2% | -29.4% |
| 6M | +36.8% | +25.7% | +11.1% | +20.0% |
| YTD | +296.1% | +10.8% | +285.4% | +269.3% |
| 1Y | +1,810.6% | +12.8% | +1,797.9% | +1,649.3% |
| 3Y | +2,587.6% | +33.1% | +2,554.4% | +1,827.1% |
| All | +2,587.6% | +33.5% | +2,554.0% | +1,827.1% |
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