+18.8%
ZM vs ALK
-10.2%
+29.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +2.2% |
| 7D | +11.0% | -1.2% | +12.2% | +11.0% |
| 30D | +5.6% | +7.7% | -2.1% | +5.4% |
| 3M | -9.1% | -19.0% | +9.8% | -8.3% |
| 6M | -2.6% | -0.2% | -2.4% | -2.7% |
| YTD | +15.7% | -23.5% | +39.2% | +17.2% |
| 1Y | +18.8% | -9.1% | +27.9% | +13.4% |
| All | +18.8% | -10.2% | +29.0% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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