+63.2%
KKR vs ZM
+33.5%
+29.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -6.2% | -5.7% | -0.5% | -4.2% |
| 30D | -8.9% | -9.1% | +0.2% | -6.0% |
| 3M | +6.3% | +3.5% | +2.7% | +4.2% |
| 6M | +16.5% | +25.7% | -9.2% | +3.3% |
| YTD | -20.3% | +10.8% | -31.0% | -25.8% |
| 1Y | -29.8% | +12.8% | -42.6% | -35.4% |
| 3Y | +63.2% | +33.1% | +30.0% | +31.1% |
| All | +63.2% | +33.5% | +29.7% | +31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling