+154.0%
KMI vs ZM
-67.8%
+221.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.7% | -1.4% |
| 7D | -2.1% | -2.7% | +0.7% | -1.9% |
| 30D | -1.7% | -10.0% | +8.3% | -1.1% |
| 3M | -1.9% | +1.6% | -3.5% | -2.2% |
| 6M | -4.3% | +25.0% | -29.3% | -6.3% |
| YTD | +15.8% | +10.6% | +5.2% | +14.1% |
| 1Y | +17.6% | +14.0% | +3.6% | +15.5% |
| 3Y | +113.1% | +32.5% | +80.6% | +104.9% |
| 5Y | +154.0% | -68.3% | +222.3% | +150.1% |
| All | +154.0% | -67.8% | +221.8% | +150.1% |
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 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