+141.3%
BKNG vs ZM
+46.9%
+94.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.6% |
| 7D | -10.7% | -2.7% | -7.9% | -10.5% |
| 30D | -18.1% | -10.0% | -8.1% | -17.5% |
| 3M | +8.5% | +1.6% | +6.9% | +8.3% |
| 6M | -0.1% | +25.0% | -25.0% | -2.0% |
| YTD | -18.2% | +10.6% | -28.9% | -19.2% |
| 1Y | -19.9% | +14.0% | -33.8% | -21.0% |
| 3Y | +41.6% | +32.5% | +9.1% | +37.6% |
| 5Y | +93.1% | -68.3% | +161.4% | +79.9% |
| All | +141.3% | +46.9% | +94.5% | +113.3% |
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