+70.1%
KDP vs ZM
+39.9%
+30.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.6% | +1.8% |
| 7D | +8.2% | -1.0% | +9.2% | +8.2% |
| 30D | +18.4% | -7.0% | +25.3% | +18.6% |
| 3M | +29.2% | -15.2% | +44.4% | +29.9% |
| 6M | +32.3% | -16.8% | +49.0% | +32.9% |
| YTD | +38.5% | +5.4% | +33.1% | +37.7% |
| 1Y | +48.5% | +9.3% | +39.2% | +47.3% |
| 3Y | +32.5% | +46.5% | -14.0% | +29.4% |
| 5Y | +19.7% | -63.8% | +83.5% | +20.6% |
| All | +70.1% | +39.9% | +30.2% | +55.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling