+22.4%
ZM vs AMCR
+13.1%
+9.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.2% | +3.4% | +3.3% |
| 7D | +2.9% | -1.9% | +4.8% | +3.0% |
| 30D | +0.7% | -4.1% | +4.8% | +0.7% |
| 3M | -3.7% | +21.7% | -25.4% | -2.9% |
| 6M | +29.9% | +1.5% | +28.4% | +32.7% |
| YTD | +17.4% | +13.1% | +4.3% | +20.1% |
| 1Y | +22.4% | +13.0% | +9.4% | +27.5% |
| All | +22.4% | +13.1% | +9.3% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1y: compounded portfolio wealth divided by compounded AMCR 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…
1y analysis · Full analysis span regression · 6 months rolling