-68.3%
ZM vs APTV
-69.7%
+1.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -1.8% |
| 7D | -2.7% | -1.8% | -0.9% | -2.0% |
| 30D | -10.0% | -7.9% | -2.1% | -7.1% |
| 3M | +1.6% | -29.9% | +31.5% | +15.2% |
| 6M | +25.0% | -36.6% | +61.6% | +45.4% |
| YTD | +10.6% | -40.0% | +50.6% | +30.8% |
| 1Y | +14.0% | -44.0% | +58.0% | +38.6% |
| 3Y | +32.5% | -54.5% | +87.0% | +71.9% |
| 5Y | -68.3% | -68.8% | +0.5% | -50.9% |
| All | -68.3% | -69.7% | +1.3% | -50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling