+13.4%
ZM vs AFRM
-17.6%
+30.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.5% | -4.8% |
| 7D | +1.6% | +3.1% | -1.4% | +1.1% |
| 30D | -7.7% | -4.2% | -3.5% | -7.1% |
| 3M | -4.7% | +10.1% | -14.8% | -6.2% |
| 6M | +24.4% | +39.4% | -15.0% | +17.3% |
| YTD | +11.8% | -3.2% | +14.9% | +10.4% |
| 1Y | +13.4% | -16.1% | +29.4% | +12.3% |
| All | +13.4% | -17.6% | +30.9% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 1y: compounded portfolio wealth divided by compounded AFRM 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…
1y analysis · Full analysis span regression · 6 months rolling