+54.0%
ZM vs RBA
+165.4%
-111.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.5% |
| 7D | -2.7% | -3.3% | +0.5% | -2.0% |
| 30D | -10.0% | -9.8% | -0.2% | -7.9% |
| 3M | +1.6% | -23.5% | +25.1% | +7.5% |
| 6M | +25.0% | -21.5% | +46.5% | +31.2% |
| YTD | +10.6% | -21.2% | +31.8% | +15.7% |
| 1Y | +14.0% | -30.2% | +44.2% | +22.4% |
| 3Y | +32.5% | +25.3% | +7.2% | +24.4% |
| 5Y | -68.3% | +35.1% | -103.4% | -71.3% |
| All | +54.0% | +165.4% | -111.4% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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