+184.7%
BKR vs ZM
+46.9%
+137.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -5.9% | -6.7% |
| 7D | -6.7% | -2.7% | -3.9% | -6.7% |
| 30D | -8.3% | -10.0% | +1.6% | -8.5% |
| 3M | -5.4% | +1.6% | -7.0% | -5.4% |
| 6M | +0.8% | +25.0% | -24.2% | +1.3% |
| YTD | +31.8% | +10.6% | +21.2% | +32.2% |
| 1Y | +28.6% | +14.0% | +14.6% | +29.1% |
| 3Y | +71.2% | +32.5% | +38.8% | +72.6% |
| 5Y | +179.2% | -68.3% | +247.6% | +145.6% |
| All | +184.7% | +46.9% | +137.8% | +172.5% |
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