-35.9%
RBLX vs ZM
-72.4%
+36.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | +8.0% | +0.3% | +7.7% | +7.6% |
| 30D | +20.2% | -10.3% | +30.4% | +28.1% |
| 3M | +3.5% | -0.7% | +4.2% | +1.7% |
| 6M | -28.9% | +24.8% | -53.8% | -42.7% |
| YTD | -45.1% | +11.5% | -56.5% | -53.3% |
| 1Y | -66.2% | +12.3% | -78.6% | -71.9% |
| 3Y | +53.5% | +33.5% | +20.0% | +3.8% |
| 5Y | -48.4% | -67.5% | +19.0% | -6.8% |
| All | -35.9% | -72.4% | +36.4% | +16.0% |
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 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