-84.1%
RIVN vs ZM
-62.6%
-21.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.8% | -0.8% |
| 7D | +2.5% | +0.3% | +2.2% | +2.0% |
| 30D | -2.3% | -10.3% | +7.9% | +4.0% |
| 3M | +1.7% | -0.7% | +2.4% | +0.3% |
| 6M | +0.9% | +24.8% | -24.0% | -17.9% |
| YTD | -18.8% | +11.5% | -30.3% | -30.3% |
| 1Y | +14.8% | +12.3% | +2.5% | -3.1% |
| 3Y | -30.7% | +33.5% | -64.2% | -50.0% |
| All | -84.1% | -62.6% | -21.5% | -77.0% |
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