+53.1%
RGTI vs ZM
-70.4%
+123.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | -0.1% | -2.7% | +2.6% | +1.2% |
| 30D | -16.2% | -10.0% | -6.2% | -11.4% |
| 3M | -22.0% | +1.6% | -23.6% | -23.5% |
| 6M | -10.8% | +25.0% | -35.8% | -22.8% |
| YTD | -31.6% | +10.6% | -42.2% | -37.8% |
| 1Y | -6.4% | +14.0% | -20.3% | -16.7% |
| 3Y | +665.7% | +32.5% | +633.2% | +544.8% |
| 5Y | +55.6% | -68.3% | +124.0% | +52.5% |
| All | +53.1% | -70.4% | +123.5% | +50.2% |
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