-26.7%
RIOT vs ZM
-68.2%
+41.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.4% |
| 7D | -1.5% | -5.7% | +4.2% | +2.5% |
| 30D | +5.7% | -9.1% | +14.8% | +12.0% |
| 3M | -17.9% | +3.5% | -21.4% | -23.1% |
| 6M | +45.0% | +25.7% | +19.3% | +12.1% |
| YTD | +69.5% | +10.8% | +58.7% | +40.4% |
| 1Y | +37.2% | +12.8% | +24.4% | +11.3% |
| 3Y | +111.7% | +33.1% | +78.6% | +46.3% |
| All | -26.7% | -68.2% | +41.4% | +19.8% |
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