-62.2%
ZM vs BBAI
-80.9%
+18.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.7% | +9.9% | +2.3% |
| 7D | +11.0% | -14.0% | +25.0% | +11.3% |
| 30D | +5.6% | -12.4% | +18.0% | +5.9% |
| 3M | -9.1% | -42.8% | +33.7% | -8.3% |
| 6M | -2.6% | -54.6% | +52.1% | -1.3% |
| YTD | +15.7% | -64.6% | +80.3% | +17.4% |
| 1Y | +18.8% | -69.9% | +88.6% | +20.7% |
| 3Y | +62.2% | +7.3% | +54.9% | +60.1% |
| All | -62.2% | -80.9% | +18.7% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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