-68.3%
ZM vs BBAI
-71.4%
+3.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.7% |
| 7D | -2.7% | -5.4% | +2.6% | -2.6% |
| 30D | -10.0% | -15.3% | +5.3% | -9.7% |
| 3M | +1.6% | -29.9% | +31.4% | +2.2% |
| 6M | +25.0% | -30.7% | +55.7% | +25.6% |
| YTD | +10.6% | -47.8% | +58.4% | +11.5% |
| 1Y | +14.0% | -40.4% | +54.3% | +14.4% |
| 3Y | +32.5% | +66.9% | -34.4% | +29.8% |
| 5Y | -68.3% | -71.4% | +3.0% | -70.3% |
| All | -68.3% | -71.4% | +3.1% | -70.3% |
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