+114.2%
KMI vs ZM
+33.5%
+80.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -1.7% | -5.7% | +4.0% | -1.5% |
| 30D | -2.7% | -9.1% | +6.4% | -2.4% |
| 3M | -0.7% | +3.5% | -4.2% | -1.1% |
| 6M | -5.0% | +25.7% | -30.6% | -7.1% |
| YTD | +15.5% | +10.8% | +4.7% | +13.7% |
| 1Y | +16.4% | +12.8% | +3.7% | +14.3% |
| 3Y | +114.2% | +33.1% | +81.0% | +99.2% |
| All | +114.2% | +33.5% | +80.6% | +99.2% |
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