-13.5%
KHC vs ZM
-67.8%
+54.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.8% | +5.0% | +0.3% |
| 7D | -2.2% | +1.6% | -3.8% | -2.3% |
| 30D | -0.1% | -7.7% | +7.6% | +0.1% |
| 3M | +8.3% | -4.7% | +13.0% | +8.4% |
| 6M | +5.0% | +24.4% | -19.5% | +4.3% |
| YTD | +8.0% | +11.8% | -3.8% | +7.5% |
| 1Y | -1.1% | +13.4% | -14.5% | -1.6% |
| 3Y | -10.7% | +33.8% | -44.6% | -11.7% |
| 5Y | -13.5% | -67.2% | +53.6% | -19.9% |
| All | -13.5% | -67.8% | +54.3% | -19.9% |
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