+57.6%
ZM vs APA
+58.3%
-0.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.4% |
| 7D | +10.0% | +9.6% | +0.4% | +9.9% |
| 30D | -0.5% | -0.2% | -0.2% | -0.5% |
| 3M | -7.1% | +19.8% | -26.9% | -7.2% |
| 6M | -5.1% | +30.1% | -35.2% | -5.2% |
| YTD | +13.2% | +100.4% | -87.2% | +12.9% |
| 1Y | +15.3% | +105.2% | -89.9% | +15.0% |
| 3Y | +57.4% | +44.6% | +12.8% | +55.3% |
| 5Y | -61.7% | +88.8% | -150.5% | -61.0% |
| All | +57.6% | +58.3% | -0.7% | +142.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling