+55.5%
ZM vs AR
+360.3%
-304.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.8% | -4.0% | -4.8% |
| 7D | +1.6% | -1.8% | +3.5% | +1.6% |
| 30D | -7.7% | +12.6% | -20.3% | -7.6% |
| 3M | -4.7% | +10.0% | -14.7% | -4.5% |
| 6M | +24.4% | +0.6% | +23.8% | +24.5% |
| YTD | +11.8% | +13.4% | -1.6% | +12.0% |
| 1Y | +13.4% | +21.7% | -8.4% | +13.7% |
| 3Y | +33.8% | +45.8% | -12.0% | +35.5% |
| 5Y | -67.2% | +144.3% | -211.4% | -64.7% |
| All | +55.5% | +360.3% | -304.8% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling