+33.9%
AAPL vs ZBRA
+18.2%
+15.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.7% |
| 7D | +0.1% | +1.8% | -1.7% | -0.1% |
| 30D | +3.0% | -1.7% | +4.7% | +3.1% |
| 3M | +2.9% | +47.8% | -44.9% | -2.3% |
| 6M | +22.1% | +56.7% | -34.6% | +14.4% |
| YTD | +18.0% | +49.4% | -31.4% | +10.4% |
| 1Y | +33.9% | +16.5% | +17.4% | +28.8% |
| All | +33.9% | +18.2% | +15.8% | +28.8% |
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