-67.1%
ZM vs AON
+6.4%
-73.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.8% |
| 7D | -5.7% | -6.3% | +0.6% | -3.1% |
| 30D | -9.1% | -14.1% | +5.0% | -3.4% |
| 3M | +3.5% | -9.5% | +13.0% | +7.2% |
| 6M | +25.7% | -4.0% | +29.7% | +26.4% |
| YTD | +10.8% | -13.8% | +24.6% | +16.3% |
| 1Y | +12.8% | -18.3% | +31.1% | +21.3% |
| 3Y | +33.1% | -7.2% | +40.3% | +30.7% |
| All | -67.1% | +6.4% | -73.4% | -73.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling