+20.1%
KDP vs ZM
+12.7%
+7.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.4% |
| 7D | -1.6% | +0.3% | -1.9% | -1.6% |
| 30D | +9.5% | -10.3% | +19.8% | +9.6% |
| 3M | +2.6% | -0.7% | +3.3% | +2.4% |
| 6M | +15.6% | +24.8% | -9.2% | +15.7% |
| YTD | +17.3% | +11.5% | +5.9% | +17.4% |
| 1Y | +20.1% | +12.3% | +7.8% | +20.7% |
| All | +20.1% | +12.7% | +7.4% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling