+171.6%
BKR vs ZM
-68.2%
+239.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -7.0% | -5.7% | -1.3% | -6.4% |
| 30D | -8.1% | -9.1% | +1.0% | -7.2% |
| 3M | -6.6% | +3.5% | -10.1% | -7.3% |
| 6M | +0.9% | +25.7% | -24.8% | -2.6% |
| YTD | +31.1% | +10.8% | +20.3% | +28.1% |
| 1Y | +27.7% | +12.8% | +14.9% | +24.3% |
| 3Y | +71.2% | +33.1% | +38.1% | +61.9% |
| All | +171.6% | -68.2% | +239.8% | +152.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling