+33.1%
ZM vs APTV
-55.4%
+88.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -5.7% | -5.0% | -0.7% | -4.7% |
| 30D | -9.1% | -6.1% | -3.0% | -8.0% |
| 3M | +3.5% | -33.0% | +36.5% | +11.5% |
| 6M | +25.7% | -35.2% | +60.9% | +35.8% |
| YTD | +10.8% | -40.1% | +50.9% | +21.6% |
| 1Y | +12.8% | -45.6% | +58.4% | +26.7% |
| 3Y | +33.1% | -54.4% | +87.5% | +46.3% |
| All | +33.1% | -55.4% | +88.6% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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