-75.4%
ZM vs AFRM
-25.1%
-50.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.7% |
| 7D | -5.9% | -7.3% | +1.4% | -4.4% |
| 30D | -5.2% | -9.6% | +4.4% | -3.2% |
| 3M | -11.3% | -11.1% | -0.2% | -9.5% |
| 6M | -14.5% | +3.9% | -18.4% | -16.6% |
| YTD | +4.2% | -8.5% | +12.7% | +3.3% |
| 1Y | +9.3% | +3.3% | +6.1% | +4.8% |
| 3Y | +45.4% | +213.7% | -168.3% | -8.1% |
| 5Y | -66.0% | -58.5% | -7.5% | -74.6% |
| All | -75.4% | -25.1% | -50.3% | -83.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling