+152.5%
KMI vs ZM
+48.4%
+104.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.8% | +6.7% | +1.8% |
| 7D | -0.4% | +1.6% | -2.0% | -0.4% |
| 30D | +3.7% | -7.7% | +11.4% | +3.6% |
| 3M | +3.2% | -4.7% | +7.8% | +3.1% |
| 6M | -3.0% | +24.4% | -27.4% | -2.7% |
| YTD | +19.7% | +11.8% | +7.9% | +19.9% |
| 1Y | +25.6% | +13.4% | +12.3% | +25.9% |
| 3Y | +120.2% | +33.8% | +86.4% | +121.0% |
| 5Y | +160.5% | -67.2% | +227.6% | +143.1% |
| All | +152.5% | +48.4% | +104.2% | +153.5% |
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