+46.4%
KDP vs ZM
+55.9%
-9.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.3% | -4.1% | -1.0% |
| 7D | +1.3% | +2.9% | -1.7% | +1.2% |
| 30D | +6.0% | +0.7% | +5.3% | +5.9% |
| 3M | +9.2% | -3.7% | +12.9% | +9.2% |
| 6M | +14.7% | +29.9% | -15.2% | +13.3% |
| YTD | +19.2% | +17.4% | +1.8% | +18.1% |
| 1Y | +15.2% | +22.4% | -7.2% | +13.8% |
| 3Y | +6.0% | +41.3% | -35.3% | +3.7% |
| 5Y | +5.4% | -66.0% | +71.5% | +6.3% |
| All | +46.4% | +55.9% | -9.5% | +33.5% |
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