+63.4%
ZM vs AMBA
+28.3%
+35.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.0% | +3.4% |
| 7D | +2.9% | -11.0% | +13.9% | +5.8% |
| 30D | +0.7% | -23.2% | +23.8% | +7.2% |
| 3M | -3.7% | -12.7% | +9.0% | -3.5% |
| 6M | +29.9% | +11.2% | +18.7% | +20.1% |
| YTD | +17.4% | -11.2% | +28.7% | +14.0% |
| 1Y | +22.4% | -22.5% | +44.9% | +21.1% |
| 3Y | +41.3% | -1.3% | +42.6% | +20.9% |
| 5Y | -66.0% | -54.2% | -11.9% | -67.3% |
| All | +63.4% | +28.3% | +35.2% | +24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling