+37.5%
ZM vs AR
+46.7%
-9.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +4.0% | +3.3% |
| 7D | +2.9% | +2.5% | +0.4% | +2.7% |
| 30D | +0.7% | +14.8% | -14.1% | -1.0% |
| 3M | -3.7% | +6.2% | -9.9% | -4.5% |
| 6M | +29.9% | +4.3% | +25.6% | +28.7% |
| YTD | +17.4% | +14.4% | +3.1% | +15.0% |
| 1Y | +22.4% | +21.3% | +1.1% | +18.5% |
| All | +37.5% | +46.7% | -9.2% | +29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling