-92.1%
AAOX vs ZBRA
+64.0%
-156.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +0.9% | -15.8% | -16.1% |
| 7D | -50.3% | -13.6% | -36.7% | -39.8% |
| 30D | -79.8% | -11.5% | -68.3% | -75.6% |
| 3M | -85.9% | -9.9% | -76.0% | -83.2% |
| 6M | -95.7% | +48.6% | -144.3% | -96.7% |
| All | -92.1% | +64.0% | -156.1% | -94.3% |
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