+33.8%
ZM vs APD
+10.0%
+23.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.2% | -3.6% | -4.7% |
| 7D | +1.6% | -2.5% | +4.1% | +2.0% |
| 30D | -7.7% | -1.9% | -5.8% | -7.5% |
| 3M | -4.7% | +8.2% | -12.9% | -5.9% |
| 6M | +24.4% | +10.7% | +13.7% | +22.1% |
| YTD | +11.8% | +22.9% | -11.2% | +7.6% |
| 1Y | +13.4% | +5.8% | +7.6% | +12.2% |
| 3Y | +33.8% | +7.8% | +26.1% | +27.9% |
| All | +33.8% | +10.0% | +23.8% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded APD 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling