+1,350.7%
AXTI vs ZM
+48.0%
+1,302.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | +21.0% | +0.3% | +20.7% | +20.7% |
| 30D | -6.6% | -10.3% | +3.6% | -4.1% |
| 3M | -12.1% | -0.7% | -11.4% | -12.7% |
| 6M | +78.7% | +24.8% | +53.9% | +67.2% |
| YTD | +321.5% | +11.5% | +310.0% | +304.7% |
| 1Y | +2,166.8% | +12.3% | +2,154.4% | +2,066.6% |
| 3Y | +2,807.6% | +33.5% | +2,774.1% | +2,552.2% |
| 5Y | +651.5% | -67.5% | +719.0% | +752.8% |
| All | +1,350.7% | +48.0% | +1,302.8% | +1,355.8% |
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 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