+167.1%
KR vs ZM
+47.0%
+120.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | -0.2% | -5.7% | +5.5% | -0.1% |
| 30D | +5.1% | -9.1% | +14.1% | +5.1% |
| 3M | -8.2% | +3.5% | -11.7% | -8.2% |
| 6M | -18.0% | +25.7% | -43.7% | -18.1% |
| YTD | -4.8% | +10.8% | -15.5% | -4.8% |
| 1Y | -11.0% | +12.8% | -23.8% | -11.1% |
| 3Y | +37.7% | +33.1% | +4.5% | +37.3% |
| 5Y | +52.8% | -68.3% | +121.1% | +53.4% |
| All | +167.1% | +47.0% | +120.1% | +169.6% |
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