+374.9%
KKR vs ZM
+48.0%
+326.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -2.2% | +0.3% | -2.5% | -2.3% |
| 30D | +0.3% | -10.3% | +10.5% | +2.1% |
| 3M | +8.8% | -0.7% | +9.5% | +8.6% |
| 6M | +14.9% | +24.8% | -9.9% | +9.2% |
| YTD | -17.9% | +11.5% | -29.3% | -20.4% |
| 1Y | -23.7% | +12.3% | -36.0% | -26.2% |
| 3Y | +69.1% | +33.5% | +35.6% | +57.7% |
| 5Y | +72.6% | -67.5% | +140.0% | +72.6% |
| All | +374.9% | +48.0% | +326.9% | +342.5% |
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