-33.9%
KWEB vs ZM
+8.0%
-42.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +5.8% | -8.4% | +14.2% | +7.0% |
| 30D | -1.0% | -1.9% | +0.9% | -0.8% |
| 3M | -15.8% | -10.1% | -5.8% | -14.8% |
| 6M | -14.9% | -13.9% | -1.1% | -13.9% |
| YTD | -28.6% | +6.4% | -35.0% | -30.1% |
| 1Y | -33.9% | +9.6% | -43.5% | -35.7% |
| All | -33.9% | +8.0% | -42.0% | -35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling