+279.1%
KLAC vs ZM
+34.4%
+244.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.2% |
| 7D | +6.2% | +0.3% | +5.8% | +6.1% |
| 30D | -5.0% | -10.3% | +5.3% | -3.7% |
| 3M | -14.4% | -0.7% | -13.7% | -14.3% |
| 6M | +28.3% | +24.8% | +3.5% | +21.0% |
| YTD | +51.1% | +11.5% | +39.6% | +45.2% |
| 1Y | +100.4% | +12.3% | +88.0% | +91.6% |
| All | +279.1% | +34.4% | +244.7% | +236.1% |
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