-65.4%
ZM vs AMC
-99.3%
+33.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.8% | +1.0% |
| 7D | -5.9% | +2.6% | -8.5% | -6.3% |
| 30D | -5.2% | +9.0% | -14.2% | -6.2% |
| 3M | -11.3% | +22.2% | -33.5% | -13.6% |
| 6M | -14.5% | +91.5% | -106.0% | -22.5% |
| YTD | +4.2% | +101.3% | -97.1% | -7.1% |
| 1Y | +9.3% | +20.8% | -11.5% | +3.2% |
| 3Y | +45.4% | -71.3% | +116.7% | +53.1% |
| All | -65.4% | -99.3% | +33.8% | -39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling