+22.4%
ZM vs AON
-13.5%
+35.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.2% | +4.4% | +3.5% |
| 7D | +2.9% | -9.1% | +12.0% | +4.8% |
| 30D | +0.7% | -10.2% | +10.9% | +2.8% |
| 3M | -3.7% | +0.5% | -4.2% | -4.2% |
| 6M | +29.9% | -4.8% | +34.7% | +29.1% |
| YTD | +17.4% | -8.0% | +25.4% | +18.5% |
| 1Y | +22.4% | -13.1% | +35.5% | +20.1% |
| All | +22.4% | -13.5% | +35.9% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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