+308.7%
RIOT vs ZM
+48.0%
+260.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | +18.4% | +0.3% | +18.1% | +18.2% |
| 30D | +13.8% | -10.3% | +24.0% | +19.0% |
| 3M | -12.7% | -0.7% | -12.1% | -14.5% |
| 6M | +50.1% | +24.8% | +25.3% | +29.3% |
| YTD | +74.2% | +11.5% | +62.7% | +56.2% |
| 1Y | +45.1% | +12.3% | +32.8% | +29.2% |
| 3Y | +101.6% | +33.5% | +68.1% | +65.8% |
| 5Y | -29.6% | -67.5% | +37.9% | -5.5% |
| All | +308.7% | +48.0% | +260.7% | +325.4% |
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