+55.1%
ZM vs AON
+85.0%
-29.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | +0.5% |
| 7D | +0.3% | -7.9% | +8.2% | +2.2% |
| 30D | -10.3% | -14.6% | +4.4% | -7.1% |
| 3M | -0.7% | -7.9% | +7.2% | +0.9% |
| 6M | +24.8% | -8.0% | +32.8% | +26.7% |
| YTD | +11.5% | -13.2% | +24.7% | +14.4% |
| 1Y | +12.3% | -16.4% | +28.8% | +16.1% |
| 3Y | +33.5% | -6.7% | +40.1% | +33.6% |
| 5Y | -67.5% | +8.0% | -75.5% | -68.8% |
| All | +55.1% | +85.0% | -29.9% | +22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling