-61.7%
ZM vs APA
+90.7%
-152.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.6% |
| 7D | +10.0% | +9.6% | +0.4% | +8.8% |
| 30D | -0.5% | -0.2% | -0.2% | -0.5% |
| 3M | -7.1% | +19.8% | -26.9% | -9.3% |
| 6M | -5.1% | +30.1% | -35.2% | -8.6% |
| YTD | +13.2% | +100.4% | -87.2% | +2.2% |
| 1Y | +15.3% | +105.2% | -89.9% | +3.6% |
| 3Y | +57.4% | +44.6% | +12.8% | +43.8% |
| 5Y | -61.7% | +88.8% | -150.5% | -62.9% |
| All | -61.7% | +90.7% | -152.4% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling