+48.8%
AAOI vs ZBRA
+23.0%
+25.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -3.2% | -17.6% | -19.5% |
| 7D | -40.8% | -14.8% | -26.0% | -36.6% |
| 30D | -64.0% | -16.6% | -47.3% | -61.0% |
| 3M | -63.5% | -12.8% | -50.7% | -61.1% |
| 6M | -74.0% | +40.8% | -114.9% | -74.8% |
| YTD | +34.5% | +32.5% | +2.0% | +21.1% |
| 1Y | +48.8% | +20.8% | +28.0% | +61.4% |
| All | +48.8% | +23.0% | +25.8% | +61.4% |
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