-67.1%
ZM vs AMP
+122.1%
-189.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.3% |
| 7D | -5.7% | -0.5% | -5.2% | -5.4% |
| 30D | -9.1% | -1.3% | -7.8% | -8.5% |
| 3M | +3.5% | +24.2% | -20.7% | -8.1% |
| 6M | +25.7% | +24.6% | +1.1% | +10.8% |
| YTD | +10.8% | +14.8% | -4.1% | +1.4% |
| 1Y | +12.8% | +12.8% | 0.0% | +4.0% |
| 3Y | +33.1% | +69.0% | -35.8% | -8.2% |
| All | -67.1% | +122.1% | -189.2% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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