+33.8%
ZM vs APA
+9.3%
+24.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.8% | -6.6% | -5.0% |
| 7D | +1.6% | -1.7% | +3.3% | +1.8% |
| 30D | -7.7% | +15.7% | -23.4% | -9.1% |
| 3M | -4.7% | +16.5% | -21.1% | -6.2% |
| 6M | +24.4% | +35.1% | -10.7% | +20.3% |
| YTD | +11.8% | +82.2% | -70.5% | +4.1% |
| 1Y | +13.4% | +102.5% | -89.1% | +3.2% |
| 3Y | +33.8% | +10.3% | +23.5% | +23.4% |
| All | +33.8% | +9.3% | +24.5% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 3y: compounded portfolio wealth divided by compounded APA 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…
3y analysis · Full analysis span regression · 6 months rolling