-31.5%
RIVN vs ZM
+33.5%
-65.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +1.8% | -5.7% | +7.5% | +4.2% |
| 30D | +0.6% | -9.1% | +9.7% | +4.4% |
| 3M | +3.2% | +3.5% | -0.4% | +0.7% |
| 6M | -3.7% | +25.7% | -29.4% | -17.2% |
| YTD | -18.7% | +10.8% | -29.4% | -26.4% |
| 1Y | +14.7% | +12.8% | +2.0% | +1.8% |
| 3Y | -31.5% | +33.1% | -64.7% | -41.7% |
| All | -31.5% | +33.5% | -65.0% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling