-24.6%
KVUE vs ZM
+58.9%
-83.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.5% |
| 7D | -7.2% | +0.3% | -7.5% | -7.2% |
| 30D | -5.7% | -10.3% | +4.6% | -5.3% |
| 3M | +0.2% | -0.7% | +0.8% | +0.1% |
| 6M | 0.0% | +24.8% | -24.8% | -1.3% |
| YTD | +6.5% | +11.5% | -5.0% | +5.5% |
| 1Y | -1.4% | +12.3% | -13.7% | -2.5% |
| 3Y | -5.6% | +33.5% | -39.1% | -10.2% |
| All | -24.6% | +58.9% | -83.5% | -26.9% |
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