+82.6%
KO vs ZM
-68.2%
+150.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +0.2% | -5.7% | +5.9% | +0.4% |
| 30D | +1.8% | -9.1% | +10.9% | +2.0% |
| 3M | +7.7% | +3.5% | +4.1% | +7.5% |
| 6M | +15.3% | +25.7% | -10.4% | +14.3% |
| YTD | +28.0% | +10.8% | +17.2% | +27.2% |
| 1Y | +34.3% | +12.8% | +21.5% | +33.3% |
| 3Y | +63.8% | +33.1% | +30.6% | +60.5% |
| All | +82.6% | -68.2% | +150.7% | +70.0% |
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 2021-09-11 to 2026-09-11: 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling