-65.4%
ZM vs AMBA
-70.4%
+5.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.1% | -4.9% | -0.5% |
| 7D | -5.9% | -7.2% | +1.4% | -4.1% |
| 30D | -5.2% | -10.4% | +5.2% | -2.5% |
| 3M | -11.3% | -30.1% | +18.8% | -3.0% |
| 6M | -14.5% | -22.4% | +7.9% | -13.4% |
| YTD | +4.2% | -17.3% | +21.5% | +1.8% |
| 1Y | +9.3% | -35.4% | +44.7% | +14.2% |
| 3Y | +45.4% | +18.6% | +26.8% | +9.3% |
| All | -65.4% | -70.4% | +5.0% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 5y: compounded portfolio wealth divided by compounded AMBA 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…
5y analysis · Full analysis span regression · 6 months rolling