+56.8%
RGTI vs ZM
-68.2%
+124.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +0.5% | -5.7% | +6.1% | +3.9% |
| 30D | -17.1% | -9.1% | -8.0% | -12.5% |
| 3M | -26.0% | +3.5% | -29.5% | -28.3% |
| 6M | -9.9% | +25.7% | -35.5% | -23.4% |
| YTD | -31.1% | +10.8% | -41.8% | -38.1% |
| 1Y | -8.5% | +12.8% | -21.3% | -19.2% |
| 3Y | +652.2% | +33.1% | +619.1% | +517.7% |
| All | +56.8% | -68.2% | +124.9% | +59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling