+9.6%
ZM vs AMCR
+32.3%
-22.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | 0.0% |
| 7D | -8.4% | +6.2% | -14.6% | -8.4% |
| 30D | -1.9% | +16.0% | -17.9% | -2.1% |
| 3M | -10.1% | +4.4% | -14.4% | -10.1% |
| 6M | -13.9% | +35.5% | -49.4% | -13.3% |
| YTD | +6.4% | +21.5% | -15.1% | +9.4% |
| 1Y | +9.6% | +30.7% | -21.2% | +11.8% |
| All | +9.6% | +32.3% | -22.7% | +11.8% |
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