+61.0%
AA vs ZBRA
+18.2%
+42.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.5% |
| 7D | -0.7% | +1.8% | -2.5% | -1.2% |
| 30D | +5.0% | -1.7% | +6.7% | +5.4% |
| 3M | -35.8% | +47.8% | -83.6% | -42.8% |
| 6M | -18.4% | +56.7% | -75.1% | -28.9% |
| YTD | -5.5% | +49.4% | -54.9% | -17.3% |
| 1Y | +61.0% | +16.5% | +44.4% | +59.5% |
| All | +61.0% | +18.2% | +42.8% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 1y: compounded portfolio wealth divided by compounded ZBRA 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…
1y analysis · Full analysis span regression · 6 months rolling