+55.1%
ZM vs AMCR
+8.7%
+46.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | 0.0% |
| 7D | +0.3% | -6.3% | +6.6% | +1.0% |
| 30D | -10.3% | -7.1% | -3.1% | -9.6% |
| 3M | -0.7% | +12.7% | -13.3% | -1.9% |
| 6M | +24.8% | +5.2% | +19.7% | +24.0% |
| YTD | +11.5% | +8.1% | +3.4% | +10.2% |
| 1Y | +12.3% | +10.0% | +2.3% | +10.8% |
| 3Y | +33.5% | +6.6% | +26.9% | +31.9% |
| 5Y | -67.5% | -11.4% | -56.1% | -67.4% |
| All | +55.1% | +8.7% | +46.4% | +79.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling