+59.4%
RBLX vs ZM
+33.5%
+25.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.3% |
| 7D | +5.1% | -5.7% | +10.7% | +6.7% |
| 30D | +28.0% | -9.1% | +37.1% | +31.1% |
| 3M | +4.6% | +3.5% | +1.1% | +2.9% |
| 6M | -24.7% | +25.7% | -50.3% | -31.8% |
| YTD | -43.8% | +10.8% | -54.6% | -47.3% |
| 1Y | -65.8% | +12.8% | -78.5% | -68.3% |
| 3Y | +59.4% | +33.1% | +26.2% | +28.6% |
| All | +59.4% | +33.5% | +25.9% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling