+63.4%
ZM vs AMC
-98.3%
+161.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.3% | -1.1% | +3.2% |
| 7D | +2.9% | +2.3% | +0.6% | +2.9% |
| 30D | +0.7% | -0.7% | +1.4% | +0.7% |
| 3M | -3.7% | +35.2% | -38.9% | -4.6% |
| 6M | +29.9% | +124.6% | -94.7% | +27.1% |
| YTD | +17.4% | +69.9% | -52.4% | +15.5% |
| 1Y | +22.4% | -2.6% | +25.0% | +21.6% |
| 3Y | +41.3% | -79.8% | +121.1% | +42.3% |
| 5Y | -66.0% | -99.4% | +33.4% | -65.2% |
| All | +63.4% | -98.3% | +161.7% | +108.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling