+55.5%
ZM vs APTV
-48.8%
+104.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.6% | -0.2% | -3.8% |
| 7D | +1.6% | +2.0% | -0.3% | +1.2% |
| 30D | -7.7% | -7.7% | 0.0% | -6.0% |
| 3M | -4.7% | -34.0% | +29.3% | +4.0% |
| 6M | +24.4% | -37.1% | +61.5% | +36.1% |
| YTD | +11.8% | -39.9% | +51.7% | +23.2% |
| 1Y | +13.4% | -44.4% | +57.8% | +27.1% |
| 3Y | +33.8% | -54.5% | +88.3% | +52.8% |
| 5Y | -67.2% | -69.1% | +2.0% | -61.6% |
| All | +55.5% | -48.8% | +104.3% | +128.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling