+7.7%
AAL vs ZBRA
+25.3%
-17.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.4% | +6.0% |
| 7D | +8.3% | -13.6% | +21.9% | +14.2% |
| 30D | +6.2% | -11.5% | +17.7% | +10.9% |
| 3M | -17.7% | -9.9% | -7.8% | -14.7% |
| 6M | +15.4% | +48.6% | -33.2% | -5.6% |
| YTD | -11.1% | +36.9% | -48.0% | -26.4% |
| 1Y | +7.7% | +27.7% | -19.9% | -6.4% |
| All | +7.7% | +25.3% | -17.5% | -6.4% |
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