+55.5%
ZM vs AMC
-98.4%
+153.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.4% | -1.4% | -4.8% |
| 7D | +1.6% | -0.8% | +2.4% | +1.6% |
| 30D | -7.7% | -1.2% | -6.6% | -7.7% |
| 3M | -4.7% | +42.2% | -46.9% | -5.7% |
| 6M | +24.4% | +118.8% | -94.4% | +21.8% |
| YTD | +11.8% | +64.1% | -52.3% | +10.0% |
| 1Y | +13.4% | -9.5% | +22.9% | +12.8% |
| 3Y | +33.8% | -64.3% | +98.2% | +33.8% |
| 5Y | -67.2% | -99.5% | +32.3% | -66.4% |
| All | +55.5% | -98.4% | +153.9% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling