+9.3%
ZM vs APD
+22.2%
-12.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.2% | -0.9% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -7.0% | +11.0% | -18.0% | -6.9% |
| 3M | -15.2% | +1.3% | -16.5% | -15.1% |
| 6M | -16.8% | +6.4% | -23.1% | -16.5% |
| YTD | +5.4% | +28.9% | -23.6% | +4.3% |
| 1Y | +9.3% | +23.2% | -13.9% | +8.7% |
| All | +9.3% | +22.2% | -12.9% | +8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling